Filed September 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 | $82,453 | $53,127+55.2% | $86,597-4.8% | $70,131+17.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.68% | 27.66%-8.0pp | 964.96%-945.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $16,579 | $2,068+701.6% | $2,840+483.9% | $2,342+607.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,286 | $3,585+103.2% | $4,906+48.5% | $4,645+56.8% |