Filed May 23, 2024 (most recent of 4 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,268 | $113,941-41.8% | $94,229-29.7% | $125,389-47.2% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 0.49% | 5.29%-4.8pp | 10.68%-10.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $8,591 | $4,727+81.7% | $3,587+139.5% | $4,866+76.5% |
| Participant deferral / active EE | $13,386 | $5,179+158.5% | $4,320+209.8% | $5,352+150.1% |
| Admin fee / account holder | $1,570 | $8,392-81.3% | $6,269-75.0% | $9,541-83.5% |