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 | $26,365 | $53,128-50.4% | $86,582-69.5% | $70,126-62.4% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 15.05% | 27.66%-12.6pp | 965.08%-950.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $595 | $2,068-71.2% | $2,839-79.0% | $2,343-74.6% |
| Participant deferral / active EE | $3,953 | $2,695+46.7% | $3,609+9.6% | $3,332+18.7% |
| Admin fee / account holder | $342 | $3,584-90.5% | $4,904-93.0% | $4,645-92.6% |