Filed August 29, 2023 (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 | $41,702 | $76,551-45.5% | $123,894-66.3% | $62,881-33.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.61% | 18.68%-4.1pp | 47.52%-32.9pp | 20.14%-5.5pp |
| Employer contribution / active EE | $8,108 | $2,882+181.3% | $4,617+75.6% | $2,281+255.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,186 | $4,826-75.4% | $8,357-85.8% | $4,296-72.4% |