Filed June 30, 2023 (most recent of 3 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 | $152,173 | $54,162+181.0% | $68,612+121.8% | $64,173+137.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.77% | -1.62%-4.2pp | -4.63%-1.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,981 | $1,846+332.3% | $2,625+204.0% | $2,381+235.2% |
| Participant deferral / active EE | $6,575 | $2,626+150.3% | $3,311+98.6% | $3,470+89.5% |
| Admin fee / account holder | $16,962 | $4,029+321.0% | $5,131+230.6% | $4,887+247.1% |