Bd of Trustees I.U.O.E. Local 877 Annuity Fund401(k)

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bd of Trustees I.U.O.E. Local 877 Annuity Fund reported $218,172 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,427 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.57% to 0.78%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,029th-largest of 2,726 plans among Massachusetts employers on file, and the 1,559th of 5,337 in construction. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has shrunk from 671 to 466 since 2022.