Filed January 22, 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 | $108,841 | $71,878+51.4% | $86,698+25.5% | $68,486+58.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.37% | 3.53%-18.9pp | 35.95%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,678 | $2,173+115.2% | $2,837+64.9% | $2,597+80.1% |
| Participant deferral / active EE | $5,488 | $3,779+45.2% | $4,656+17.9% | $4,028+36.3% |
| Admin fee / account holder | $4,412 | $6,113-27.8% | $7,493-41.1% | $5,404-18.3% |