Filed January 2, 2024 (most recent of 7 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,683 | $49,177+1.0% | $79,467-37.5% | $64,173-22.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.67% | -1.16%-0.5pp | 718.30%-720.0pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,785 | $2,821+69.6% | $3,704+29.2% | $3,470+37.9% |
| Admin fee / account holder | $7,779 | $3,839+102.6% | $5,104+52.4% | $4,887+59.2% |