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 | $81,335 | $82,678-1.6% | $125,391-35.1% | $68,490+18.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 8.04% | -5.97%+14.0pp | 572.41%-564.4pp | -7.85%+15.9pp |
| Employer contribution / active EE | $5,556 | $3,382+64.3% | $4,816+15.4% | $2,597+113.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,373 | $6,277+1.5% | $10,009-36.3% | $5,403+18.0% |