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 | $94,797 | $42,909+120.9% | $60,906+55.6% | $68,486+38.4% |
| Participation rate | 83.3% | 66.8%+16.6pp | 73.1%+10.2pp | 67.9%+15.4pp |
| Annual return | -15.62% | -13.99%-1.6pp | 16.94%-32.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,650 | $1,979+33.9% | $2,703-2.0% | $2,597+2.1% |
| Participant deferral / active EE | $8,873 | $2,866+209.6% | $3,814+132.7% | $4,028+120.3% |
| Admin fee / account holder | $12,042 | $3,104+288.0% | $3,227+273.2% | $5,404+122.9% |