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 | $61,749 | $110,083-43.9% | $151,645-59.3% | $68,490-9.8% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -7.61% | -10.12%+2.5pp | 3.34%-11.0pp | -7.85%+0.2pp |
| Employer contribution / active EE | $3,468 | $4,470-22.4% | $6,165-43.7% | $2,597+33.6% |
| Participant deferral / active EE | $4,589 | $6,526-29.7% | $8,363-45.1% | $4,028+13.9% |
| Admin fee / account holder | $6,274 | $7,718-18.7% | $11,614-46.0% | $5,403+16.1% |