Filed August 29, 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 | $93,610 | $138,393-32.4% | $184,256-49.2% | $80,959+15.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.64% | 20.01%-7.4pp | 28.85%-16.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $5,084 | $4,847+4.9% | $6,427-20.9% | $2,757+84.4% |
| Participant deferral / active EE | $5,048 | $7,076-28.7% | $9,133-44.7% | $4,300+17.4% |
| Admin fee / account holder | $3,157 | $10,489-69.9% | $13,899-77.3% | $6,925-54.4% |