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 | $25,671 | $43,075-40.4% | $74,577-65.6% | $62,881-59.2% |
| Participation rate | 98.2% | 58.1%+40.2pp | 68.1%+30.1pp | 69.3%+28.9pp |
| Annual return | 7.95% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,188 | $1,498+112.8% | $2,525+26.2% | $2,281+39.8% |
| Participant deferral / active EE | $2,479 | $2,389+3.7% | $3,458-28.3% | $3,203-22.6% |
| Admin fee / account holder | $1,872 | $2,840-34.1% | $4,138-54.8% | $4,296-56.4% |