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 | $60,628 | $89,370-32.2% | $141,197-57.1% | $72,976-16.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.88% | 111.88%-83.0pp | 71.41%-42.5pp | 81.02%-52.1pp |
| Employer contribution / active EE | $23,333 | $3,115+649.1% | $4,736+392.7% | $2,440+856.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,850 | $5,957-35.4% | $10,265-62.5% | $5,124-24.9% |