Filed June 11, 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 | $15,107 | $103,008-85.3% | $90,304-83.3% | $152,897-90.1% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 18.64% | 95.22%-76.6pp | 78.13%-59.5pp | 345.43%-326.8pp |
| Employer contribution / active EE | $1,368 | $3,139-56.4% | $2,855-52.1% | $4,764-71.3% |
| Participant deferral / active EE | $2,731 | $4,281-36.2% | $3,885-29.7% | $5,851-53.3% |
| Admin fee / account holder | $787 | $6,175-87.3% | $5,354-85.3% | $11,599-93.2% |