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 | $100,271 | $176,799-43.3% | $146,649-31.6% | $167,560-40.2% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 12.70% | 24.04%-11.3pp | 22.75%-10.0pp | 478.94%-466.2pp |
| Employer contribution / active EE | $4,076 | $5,162-21.0% | $4,137-1.5% | $4,840-15.8% |
| Participant deferral / active EE | $2,894 | $6,441-55.1% | $5,506-47.4% | $6,343-54.4% |
| Admin fee / account holder | $12,484 | $13,263-5.9% | $10,281+21.4% | $12,317+1.4% |