Filed May 1, 2024 (most recent of 3 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 | $48,109 | $72,177-33.3% | $115,038-58.2% | $59,633-19.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.97% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,095 | $2,841+8.9% | $4,608-32.8% | $2,203+40.5% |
| Participant deferral / active EE | $4,531 | $4,783-5.3% | $6,026-24.8% | $3,192+41.9% |
| Admin fee / account holder | $649 | $4,927-86.8% | $8,175-92.1% | $4,297-84.9% |