Filed December 16, 2022 (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 | $71,003 | $48,078+47.7% | $78,676-9.8% | $62,881+12.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.76% | 31.36%-26.6pp | 62.19%-57.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $3,177 | $2,015+57.7% | $2,850+11.5% | $2,281+39.3% |
| Participant deferral / active EE | $6,933 | $2,587+168.0% | $3,517+97.1% | $3,203+116.5% |
| Admin fee / account holder | $26,174 | $3,206+716.4% | $4,510+480.3% | $4,296+509.3% |