Filed March 15, 2024 (most recent of 4 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 | $182,684 | $73,863+147.3% | $143,797+27.0% | $68,490+166.7% |
| Participation rate | 90.6% | 66.7%+24.0pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -16.93% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $12,130 | $3,185+280.9% | $4,952+144.9% | $2,597+367.1% |
| Participant deferral / active EE | $8,987 | $3,385+165.5% | $5,638+59.4% | $4,028+123.1% |
| Admin fee / account holder | $1,056 | $5,756-81.7% | $14,679-92.8% | $5,403-80.5% |