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 | $58,199 | $77,817-25.2% | $123,553-52.9% | $64,173-9.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.11% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,233 | $3,014+7.3% | $4,628-30.2% | $2,381+35.8% |
| Participant deferral / active EE | $5,717 | $5,240+9.1% | $6,426-11.0% | $3,470+64.8% |
| Admin fee / account holder | $4,220 | $5,519-23.5% | $9,284-54.5% | $4,887-13.7% |