Filed January 5, 2023 (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 | $83,211 | $95,453-12.8% | $112,040-25.7% | $82,448+0.9% |
| Participation rate | 98.2% | 72.8%+25.5pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 16.67% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,458 | $2,318+49.2% | $2,954+17.1% | $2,551+35.6% |
| Participant deferral / active EE | $6,027 | $4,224+42.7% | $5,098+18.2% | $4,139+45.6% |
| Admin fee / account holder | $8,922 | $9,013-1.0% | $12,098-26.2% | $7,234+23.3% |