Filed November 28, 2022 (most recent of 3 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 | $222,958 | $110,083+102.5% | $151,639+47.0% | $68,486+225.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.18% | -10.12%+1.9pp | 3.34%-11.5pp | -7.85%-0.3pp |
| Employer contribution / active EE | $10,191 | $4,470+128.0% | $6,165+65.3% | $2,597+292.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,024 | $7,718+159.5% | $11,613+72.4% | $5,404+270.6% |