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 | $44,756 | $94,529-52.7% | $140,019-68.0% | $64,173-30.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.81% | 7.77%-14.6pp | 651.17%-658.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,706 | $3,812+23.4% | $5,605-16.0% | $2,381+97.7% |
| Participant deferral / active EE | $3,537 | $5,250-32.6% | $6,927-48.9% | $3,470+1.9% |
| Admin fee / account holder | $6,360 | $6,741-5.6% | $10,705-40.6% | $4,887+30.1% |