Filed November 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 | $43,137 | $54,355-20.6% | $82,744-47.9% | $68,486-37.0% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.2pp |
| Annual return | -17.52% | -13.67%-3.9pp | 702.22%-719.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,747 | $2,219+23.8% | $3,008-8.7% | $2,597+5.8% |
| Participant deferral / active EE | $6,703 | $3,246+106.5% | $4,395+52.5% | $4,028+66.4% |
| Admin fee / account holder | $2,378 | $4,397-45.9% | $5,325-55.3% | $5,404-56.0% |