Board of Trustees Ufcw No. California F Joint Individual Account PlanMoney purchase plan

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

Board of Trustees Ufcw No. California F Joint Individual Account Plan reported $3,683,382 in plan administrative expenses for 2024: 1.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $423 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 1.21% to 1.41%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 452nd-largest of 9,483 plans among California employers on file, and the 172nd of 5,215 in retail trade. active participation has grown from 22,868 to 25,465 since 2022.