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 | $61,703 | $50,643+21.8% | $106,619-42.1% | $55,167+11.8% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.0%+18.3pp | 69.0%+27.3pp |
| Annual return | 5.92% | 7.02%-1.1pp | 9.42%-3.5pp | 169.23%-163.3pp |
| Employer contribution / active EE | $5,154 | $1,626+217.0% | $3,947+30.6% | $1,963+162.6% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $342 | $488-29.8% | $6,418-94.7% | $504-32.0% |