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 | $69,449 | $123,793-43.9% | $177,822-60.9% | $79,860-13.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.31% | 22.82%-5.5pp | 48.32%-31.0pp | 31.72%-14.4pp |
| Employer contribution / active EE | $5,709 | $4,095+39.4% | $5,918-3.5% | $2,471+131.0% |
| Participant deferral / active EE | $4,788 | $5,956-19.6% | $7,714-37.9% | $3,740+28.0% |
| Admin fee / account holder | $6,012 | $7,243-17.0% | $12,428-51.6% | $5,306+13.3% |