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 | $203,441 | $53,162+282.7% | $91,225+123.0% | $68,495+197.0% |
| Participation rate | 87.7% | 63.2%+24.4pp | 73.2%+14.5pp | 67.9%+19.8pp |
| Annual return | 51.87% | -3.14%+55.0pp | 114.10%-62.2pp | -7.84%+59.7pp |
| Employer contribution / active EE | $1,704 | $1,709-0.3% | $2,851-40.2% | $2,596-34.4% |
| Participant deferral / active EE | $6,541 | $2,974+120.0% | $4,234+54.5% | $4,028+62.4% |
| Admin fee / account holder | $19,206 | $4,493+327.4% | $5,422+254.2% | $5,403+255.5% |