Filed May 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 | $62,442 | $81,870-23.7% | $119,634-47.8% | $68,490-8.8% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.3pp | 67.9%+30.7pp |
| Annual return | 97.88% | -23.82%+121.7pp | -14.98%+112.9pp | -7.85%+105.7pp |
| Employer contribution / active EE | $10,706 | $2,692+297.7% | $4,232+153.0% | $2,597+312.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,705 | $6,583+1.9% | $10,329-35.1% | $5,403+24.1% |