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 | $76,938 | $54,045+42.4% | $115,170-33.2% | $65,185+18.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 18.60% | 26.55%-7.9pp | 35.60%-17.0pp | 29.38%-10.8pp |
| Employer contribution / active EE | $5,885 | $1,653+256.0% | $3,179+85.1% | $2,177+170.4% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5,288 | $626+745.3% | $7,089-25.4% | $847+524.2% |