Filed June 5, 2023 (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 | $58,357 | $92,707-37.1% | $82,726-29.5% | $134,493-56.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.56% | 945.12%-957.7pp | 701.33%-713.9pp | 418.01%-430.6pp |
| Employer contribution / active EE | $23,496 | $3,274+617.7% | $3,009+680.9% | $4,740+395.7% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $179,317 | $5,980+2898.4% | $5,328+3265.8% | $11,425+1469.5% |