Filed December 30, 2022 (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 | $98,571 | $49,025+101.1% | $87,502+12.7% | $62,881+56.8% |
| Participation rate | 90.3% | 64.9%+25.4pp | 73.8%+16.4pp | 69.3%+21.0pp |
| Annual return | 7.32% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $977 | $1,372-28.7% | $2,550-61.7% | $2,281-57.1% |
| Participant deferral / active EE | $4,232 | $2,289+84.8% | $3,149+34.4% | $3,203+32.1% |
| Admin fee / account holder | $6,239 | $4,065+53.5% | $4,221+47.8% | $4,296+45.2% |