Filed August 8, 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 | $158,640 | $134,001+18.4% | $112,258+41.3% | $134,509+17.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.13% | 47.15%-62.3pp | 27.47%-42.6pp | 418.13%-433.3pp |
| Employer contribution / active EE | $2,893 | $4,039-28.4% | $3,636-20.4% | $4,741-39.0% |
| Participant deferral / active EE | $7,962 | $5,291+50.5% | $4,728+68.4% | $6,400+24.4% |
| Admin fee / account holder | $2,297 | $7,491-69.3% | $6,411-64.2% | $11,427-79.9% |