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 | $41,882 | $48,078-12.9% | $78,676-46.8% | $62,881-33.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.35% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $7,420 | $2,015+268.3% | $2,850+160.4% | $2,281+225.3% |
| Participant deferral / active EE | $1,770 | $2,587-31.6% | $3,517-49.7% | $3,203-44.7% |
| Admin fee / account holder | $516 | $3,206-83.9% | $4,510-88.6% | $4,296-88.0% |