Filed March 5, 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 | $151,434 | $82,674+83.2% | $125,363+20.8% | $68,495+121.1% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.15%-588.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,399 | $3,382+0.5% | $4,815-29.4% | $2,596+30.9% |
| Participant deferral / active EE | $12,234 | $6,111+100.2% | $7,447+64.3% | $4,028+203.8% |
| Admin fee / account holder | $64,325 | $6,276+924.9% | $10,005+542.9% | $5,403+1090.5% |