Filed April 28, 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 | $203,027 | $72,404+180.4% | $110,243+84.2% | $64,173+216.4% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 32.72% | -6.29%+39.0pp | 314.76%-282.0pp | 7.63%+25.1pp |
| Employer contribution / active EE | $4,336 | $2,282+90.0% | $3,827+13.3% | $2,381+82.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,664 | $5,664-70.6% | $8,548-80.5% | $4,887-66.0% |