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 | $71,016 | $110,083-35.5% | $151,645-53.2% | $68,490+3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.42% | -10.12%-6.3pp | 3.34%-19.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,967 | $4,470+11.1% | $6,165-19.4% | $2,597+91.3% |
| Participant deferral / active EE | $4,568 | $6,526-30.0% | $8,363-45.4% | $4,028+13.4% |
| Admin fee / account holder | $632 | $7,718-91.8% | $11,614-94.6% | $5,403-88.3% |