Filed March 6, 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 | $162,755 | $167,353-2.7% | $143,797+13.2% | $134,545+21.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.86% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,913 | $5,620-30.4% | $4,952-21.0% | $4,742-17.5% |
| Participant deferral / active EE | $2,906 | $6,447-54.9% | $5,638-48.5% | $6,401-54.6% |
| Admin fee / account holder | $1,775 | $18,096-90.2% | $14,679-87.9% | $11,431-84.5% |