Filed December 6, 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 | $54,782 | $47,969+14.2% | $85,969-36.3% | $52,331+4.7% |
| Participation rate | 93.4% | 61.7%+31.7pp | 76.5%+16.9pp | 68.1%+25.3pp |
| Annual return | -0.18% | -0.13%-0.1pp | 9.32%-9.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $4,671 | $1,460+220.0% | $3,474+34.4% | $1,882+148.2% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2,331 | $530+339.9% | $6,053-61.5% | $592+294.0% |