Filed June 4, 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 | $32,608 | $61,660-47.1% | $80,022-59.3% | $64,173-49.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.56% | -0.33%+10.9pp | 11.22%-0.7pp | 7.63%+2.9pp |
| Employer contribution / active EE | $3,733 | $1,810+106.2% | $2,468+51.3% | $2,381+56.8% |
| Participant deferral / active EE | $7,433 | $2,968+150.5% | $3,686+101.7% | $3,470+114.2% |
| Admin fee / account holder | $6,589 | $5,417+21.6% | $6,521+1.0% | $4,887+34.8% |