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 | $84,444 | $91,536-7.7% | $130,062-35.1% | $75,177+12.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 28.27% | -631.62%+659.9pp | -137.37%+165.6pp | 160.75%-132.5pp |
| Employer contribution / active EE | $12,162 | $2,845+327.5% | $4,322+181.4% | $2,671+355.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,000 | $6,780-11.5% | $10,601-43.4% | $5,651+6.2% |