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 | $73,352 | $144,130-49.1% | $117,861-37.8% | $147,587-50.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 12.69% | 531.20%-518.5pp | 335.11%-322.4pp | 578.60%-565.9pp |
| Employer contribution / active EE | $2,806 | $4,897-42.7% | $3,786-25.9% | $4,876-42.5% |
| Participant deferral / active EE | $6,906 | $5,316+29.9% | $4,482+54.1% | $5,439+27.0% |
| Admin fee / account holder | $6,263 | $10,887-42.5% | $8,021-21.9% | $10,886-42.5% |