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 | $50,779 | $49,177+3.3% | $79,467-36.1% | $64,173-20.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.36% | -1.16%-4.2pp | 718.30%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,381 | $2,076+255.5% | $2,800+163.6% | $2,381+210.0% |
| Participant deferral / active EE | $1,818 | $2,821-35.6% | $3,704-50.9% | $3,470-47.6% |
| Admin fee / account holder | $2,690 | $3,839-29.9% | $5,104-47.3% | $4,887-45.0% |