Filed March 27, 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 | $216,105 | $54,370+297.5% | $82,763+161.1% | $68,490+215.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.86% | -13.67%-2.2pp | 702.45%-718.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $31,331 | $2,219+1311.9% | $3,008+941.5% | $2,597+1106.6% |
| Participant deferral / active EE | $12,893 | $3,247+297.1% | $4,395+193.3% | $4,028+220.1% |
| Admin fee / account holder | $19,260 | $4,398+337.9% | $5,325+261.7% | $5,403+256.5% |