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 | $72,212 | $131,835-45.2% | $108,582-33.5% | $273,973-73.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.65% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,763 | $4,913-3.0% | $3,758+26.7% | $4,869-2.2% |
| Participant deferral / active EE | $8,552 | $5,127+66.8% | $4,311+98.4% | $5,287+61.7% |
| Admin fee / account holder | $3,824 | $10,253-62.7% | $7,645-50.0% | $10,133-62.3% |