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 | $167,316 | $54,357+207.8% | $82,706+102.3% | $68,495+144.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.76% | -13.67%+1.9pp | 701.76%-713.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $16,538 | $2,218+645.5% | $3,007+449.9% | $2,596+536.9% |
| Participant deferral / active EE | $7,417 | $3,246+128.5% | $4,394+68.8% | $4,028+84.2% |
| Admin fee / account holder | $12,821 | $4,396+191.6% | $5,329+140.6% | $5,403+137.3% |