Filed March 25, 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 | $124,302 | $52,678+136.0% | $75,784+64.0% | $59,633+108.4% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | 0.43% | 2.95%-2.5pp | 9.68%-9.3pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,865 | $2,193-15.0% | $3,323-43.9% | $2,203-15.3% |
| Participant deferral / active EE | $5,542 | $2,591+113.9% | $3,652+51.8% | $3,192+73.6% |
| Admin fee / account holder | $4,637 | $3,610+28.4% | $5,300-12.5% | $4,297+7.9% |