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 | $81,233-77.1% | $155,567-88.0% | $80,874-77.0% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 12.83% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,226 | $3,101-60.5% | $4,674-73.8% | $2,756-55.5% |
| Participant deferral / active EE | $3,743 | $3,452+8.4% | $5,628-33.5% | $4,297-12.9% |
| Admin fee / account holder | $721 | $7,998-91.0% | $15,916-95.5% | $6,935-89.6% |