Filed November 30, 2022 (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 | $43,543 | $75,832-42.6% | $147,618-70.5% | $59,633-27.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.26% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $6,180 | $3,485+77.3% | $5,565+11.1% | $2,203+180.6% |
| Participant deferral / active EE | $3,881 | $3,131+24.0% | $4,895-20.7% | $3,192+21.6% |
| Admin fee / account holder | $9,416 | $5,986+57.3% | $11,612-18.9% | $4,297+119.1% |