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 | $100,126 | $53,596+86.8% | $90,657+10.4% | $64,173+56.0% |
| Participation rate | 90.0% | 64.5%+25.5pp | 74.0%+16.0pp | 69.6%+20.4pp |
| Annual return | -4.69% | 4.41%-9.1pp | 1.89%-6.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $995 | $1,503-33.8% | $2,532-60.7% | $2,381-58.2% |
| Participant deferral / active EE | $4,737 | $2,459+92.7% | $3,424+38.3% | $3,470+36.5% |
| Admin fee / account holder | $7,571 | $3,868+95.7% | $4,994+51.6% | $4,887+54.9% |