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 | $74,058 | $73,019+1.4% | $90,766-18.4% | $68,490+8.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.50% | -13.81%-2.7pp | -12.16%-4.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,366 | $2,193+99.1% | $2,922+49.4% | $2,597+68.1% |
| Participant deferral / active EE | $11,898 | $3,626+228.1% | $4,565+160.6% | $4,028+195.4% |
| Admin fee / account holder | $4,367 | $5,897-25.9% | $8,446-48.3% | $5,403-19.2% |