Filed September 19, 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 | $22,180 | $63,768-65.2% | $98,506-77.5% | $79,389-72.1% |
| Participation rate | 97.2% | 69.9%+27.3pp | 73.3%+23.8pp | 70.7%+26.5pp |
| Annual return | 14.46% | 626.18%-611.7pp | 1494.92%-1480.5pp | 116.89%-102.4pp |
| Employer contribution / active EE | $1,936 | $2,558-24.3% | $2,961-34.6% | $2,428-20.3% |
| Participant deferral / active EE | $2,307 | $3,305-30.2% | $4,277-46.1% | $4,046-43.0% |
| Admin fee / account holder | $370 | $516-28.3% | $5,955-93.8% | $626-41.0% |