Filed January 26, 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 | $171,039 | $69,977+144.4% | $108,582+57.5% | $62,881+172.0% |
| Participation rate | 98.3% | 72.9%+25.4pp | 79.6%+18.7pp | 69.3%+29.0pp |
| Annual return | 9.68% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $8,061 | $2,135+277.6% | $3,758+114.5% | $2,281+253.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $20,420 | $5,076+302.2% | $7,645+167.1% | $4,296+375.4% |