Filed January 23, 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 | $23,192 | $39,798-41.7% | $67,704-65.7% | $59,633-61.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.25% | 89.94%-89.7pp | 25.41%-25.2pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $3,313 | $1,393+137.8% | $2,559+29.4% | $2,203+50.4% |
| Participant deferral / active EE | $2,262 | $2,335-3.1% | $3,585-36.9% | $3,192-29.1% |
| Admin fee / account holder | $1,962 | $3,212-38.9% | $4,255-53.9% | $4,297-54.3% |