Filed August 19, 2024 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,591 | $81,358-77.1% | $155,556-88.0% | $80,959-77.0% |
| Participation rate | 84.0% | 66.3%+17.7pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 12.83% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,226 | $3,106-60.5% | $4,675-73.8% | $2,757-55.5% |
| Participant deferral / active EE | $3,743 | $3,455+8.3% | $5,631-33.5% | $4,300-13.0% |
| Admin fee / account holder | $721 | $7,994-91.0% | $15,885-95.5% | $6,925-89.6% |