Filed November 6, 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 | $226,233 | $82,678+173.6% | $125,391+80.4% | $68,490+230.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.06% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $10,424 | $3,382+208.2% | $4,816+116.5% | $2,597+301.4% |
| Participant deferral / active EE | $11,103 | $6,111+81.7% | $7,448+49.1% | $4,028+175.6% |
| Admin fee / account holder | $18,507 | $6,277+194.8% | $10,009+84.9% | $5,403+242.5% |