Filed November 5, 2024 (most recent of 2 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 | $37,388 | $82,028-54.4% | $123,105-69.6% | $59,633-37.3% |
| Participation rate | 75.7% | 83.2%-7.5pp | 86.8%-11.1pp | 68.7%+7.0pp |
| Annual return | -1.73% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $4,729 | $3,297+43.4% | $5,151-8.2% | $2,203+114.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,558 | $5,879+11.6% | $9,014-27.2% | $4,297+52.6% |