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 | $31,278 | $84,685-63.1% | $73,836-57.6% | $125,389-75.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.95% | 3123.80%-3119.8pp | 2268.06%-2264.1pp | 282.24%-278.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,009 | $3,993+150.7% | $3,583+179.3% | $5,352+87.0% |
| Admin fee / account holder | $18,815 | $5,694+230.4% | $4,882+285.4% | $9,541+97.2% |