Filed May 29, 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 | $54,520 | $110,083-50.5% | $151,645-64.0% | $68,490-20.4% |
| Participation rate | 93.2% | 84.0%+9.3pp | 87.5%+5.7pp | 67.9%+25.3pp |
| Annual return | -12.43% | -10.12%-2.3pp | 3.34%-15.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $4,563 | $4,470+2.1% | $6,165-26.0% | $2,597+75.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,724 | $7,718-38.8% | $11,614-59.3% | $5,403-12.6% |