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 | $66,649 | $65,557+1.7% | $105,738-37.0% | $56,287+18.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | -4.14% | -1.32%-2.8pp | 6.27%-10.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $5,868 | $1,788+228.2% | $3,268+79.6% | $2,111+178.0% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $9,420 | $561+1577.8% | $6,913+36.3% | $521+1708.3% |