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 | $33,392 | $90,486-63.1% | $78,676-57.6% | $273,972-87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.29% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,363 | $3,901+63.1% | $3,517+80.9% | $5,287+20.4% |
| Admin fee / account holder | $2,723 | $5,263-48.3% | $4,510-39.6% | $10,133-73.1% |