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 | $129,358 | $63,861+102.6% | $104,625+23.6% | $79,852+62.0% |
| Participation rate | 93.2% | 64.9%+28.3pp | 74.1%+19.1pp | 69.6%+23.5pp |
| Annual return | 18.30% | 21.30%-3.0pp | 340.60%-322.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,034 | $1,588-34.9% | $2,681-61.4% | $2,471-58.2% |
| Participant deferral / active EE | $5,205 | $2,693+93.2% | $3,738+39.3% | $3,740+39.1% |
| Admin fee / account holder | $7,828 | $4,185+87.0% | $6,465+21.1% | $5,306+47.5% |