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 | $47,243 | $100,060-52.8% | $149,721-68.4% | $70,126-32.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.99% | 27.46%-14.5pp | 1501.67%-1488.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $4,473 | $3,661+22.2% | $5,444-17.8% | $2,343+90.9% |
| Participant deferral / active EE | $3,669 | $4,982-26.3% | $6,568-44.1% | $3,332+10.1% |
| Admin fee / account holder | $2,803 | $8,285-66.2% | $11,282-75.2% | $4,645-39.7% |