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 | $92,766-37.1% | $82,763-29.5% | $134,545-56.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.56% | 946.97%-959.5pp | 702.45%-715.0pp | 418.37%-430.9pp |
| Employer contribution / active EE | $23,496 | $3,273+617.8% | $3,008+681.0% | $4,742+395.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $179,317 | $5,978+2899.8% | $5,325+3267.4% | $11,431+1468.7% |