Plan Ledger DOL Form 5500 · updated monthly

Cedar Fair, L.P.401(k)

CEDAR FAIR RETIREMENT SAVINGS PLAN · SANDUSKY, OH · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Cedar Fair, L.P. reported $71,573 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,812 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 1 year on file its reported administrative ratio rose from 0.020% to 0.023%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 142nd-largest of 3,295 plans among Ohio employers on file, and the 34th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$337,359,841
Participants with balances4,355
Active participants3,198
Employer contributions$5,793,970
Employee contributions$16,903,099
Employer contribution per active participant$1,812
Average account balance$77,465
Benefits paid to participants$30,635,214
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$337.4M · 4,355 accts · $5.8M emplr
2022$290.2M · 4,264 accts · $8.6M emplr
Administrative expenses, itemized · 2023
Investment management$77,565
Total administrative$71,573
The Cedar Fair, L.P. 401(k) match · 2023
Employer contribution per active participant$1,812
Median for plans this size$4,362
2023$1,812 per active participant
2022$2,591 per active participant

Cedar Fair, L.P.'s 2023 employer contribution ran below the $4,362 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$77,565
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$71,573 · 0.02%
2022$62,867 · 0.02%
All plans at this employer2
CEDAR FAIR RETIREMENT SAVINGS PLAN401(k)
CEDAR FAIR 401(K) PLAN401(k)
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Alterra Mountain Company CO$365.8M · 0.15%
Asm Global PA$336.8M · 0.06%
Troon Golf, L.L.C. AZ$333.7M · 0.59%
Life Time, Inc. MN$332.0M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341560655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.