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 | $95,583 | $154,235-38.0% | $130,070-26.5% | $139,500-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 32.53%-16.3pp | -137.40%+153.6pp | 373.99%-357.7pp |
| Employer contribution / active EE | $5,799 | $5,293+9.6% | $4,322+34.2% | $4,755+22.0% |
| Participant deferral / active EE | $6,687 | $6,709-0.3% | $5,821+14.9% | $6,713-0.4% |
| Admin fee / account holder | $8,464 | $13,991-39.5% | $10,600-20.2% | $11,410-25.8% |