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 | $76,404 | $54,368+40.5% | $117,039-34.7% | $62,293+22.7% |
| Participation rate | 94.2% | 64.9%+29.3pp | 77.2%+17.0pp | 69.5%+24.7pp |
| Annual return | 16.39% | 21.77%-5.4pp | 18.95%-2.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $5,314 | $1,692+214.1% | $3,785+40.4% | $2,042+160.2% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,883 | $493+281.7% | $5,974-68.5% | $479+292.9% |