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 | $21,518 | $42,383-49.2% | $76,518-71.9% | $64,173-66.5% |
| Participation rate | 98.5% | 58.1%+40.4pp | 68.0%+30.5pp | 69.6%+29.0pp |
| Annual return | -7.43% | -16.54%+9.1pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,165 | $1,563+102.4% | $2,647+19.5% | $2,381+32.9% |
| Participant deferral / active EE | $1,975 | $2,566-23.0% | $3,836-48.5% | $3,470-43.1% |
| Admin fee / account holder | $4,969 | $3,198+55.4% | $4,849+2.5% | $4,887+1.7% |