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 | $93,818 | $90,606+3.5% | $79,466+18.1% | $135,379-30.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.40% | 977.69%-966.3pp | 718.28%-706.9pp | 519.79%-508.4pp |
| Employer contribution / active EE | $25,386 | $3,068+727.5% | $2,800+806.6% | $4,779+431.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,456 | $5,895-41.4% | $5,104-32.3% | $10,828-68.1% |