Filed December 13, 2022 (most recent of 3 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 | $71,527 | $100,033-28.5% | $149,716-52.2% | $70,124+2.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.48% | 27.43%-12.0pp | 1501.67%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,618 | $3,661+26.1% | $5,444-15.2% | $2,342+97.1% |
| Participant deferral / active EE | $9,226 | $4,982+85.2% | $6,568+40.5% | $3,332+176.9% |
| Admin fee / account holder | $7,511 | $8,285-9.3% | $11,282-33.4% | $4,645+61.7% |