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 | $112,622 | $56,110+100.7% | $94,993+18.6% | $70,126+60.6% |
| Participation rate | 89.6% | 65.0%+24.6pp | 73.9%+15.7pp | 69.5%+20.1pp |
| Annual return | 15.94% | 51.02%-35.1pp | 27.14%-11.2pp | 73.15%-57.2pp |
| Employer contribution / active EE | $896 | $1,442-37.9% | $2,603-65.6% | $2,343-61.8% |
| Participant deferral / active EE | $4,080 | $2,391+70.6% | $3,317+23.0% | $3,332+22.5% |
| Admin fee / account holder | $2,173 | $3,456-37.1% | $4,960-56.2% | $4,645-53.2% |