Filed December 11, 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 | $68,587 | $40,275+70.3% | $57,356+19.6% | $59,633+15.0% |
| Participation rate | 76.5% | 69.1%+7.3pp | 75.1%+1.4pp | 68.7%+7.8pp |
| Annual return | 0.27% | 27.52%-27.3pp | 24.41%-24.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,992 | $1,921+3.7% | $2,689-25.9% | $2,203-9.6% |
| Participant deferral / active EE | $4,945 | $2,400+106.1% | $3,162+56.4% | $3,192+54.9% |
| Admin fee / account holder | $15,768 | $2,820+459.1% | $3,357+369.7% | $4,297+267.0% |