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 | $70,314 | $54,355+29.4% | $82,744-15.0% | $68,486+2.7% |
| Participation rate | 75.4% | 63.9%+11.5pp | 72.6%+2.9pp | 67.9%+7.5pp |
| Annual return | -18.23% | -13.67%-4.6pp | 702.22%-720.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,491 | $2,219+12.3% | $3,008-17.2% | $2,597-4.1% |
| Participant deferral / active EE | $5,331 | $3,246+64.2% | $4,395+21.3% | $4,028+32.4% |
| Admin fee / account holder | $6,579 | $4,397+49.6% | $5,325+23.5% | $5,404+21.7% |