Filed October 25, 2023 (most recent of 3 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 | $44,767 | $43,344+3.3% | $59,899-25.3% | $64,173-30.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.99% | -1.55%-1.4pp | 3.46%-6.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $3,187 | $2,030+57.0% | $2,723+17.0% | $2,381+33.8% |
| Participant deferral / active EE | $4,081 | $2,547+60.2% | $3,402+19.9% | $3,470+17.6% |
| Admin fee / account holder | $6,911 | $3,008+129.8% | $3,592+92.4% | $4,887+41.4% |