Filed July 28, 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 | $94,742 | $64,311+47.3% | $57,357+65.2% | $125,389-24.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 14.07% | 25.14%-11.1pp | 24.41%-10.3pp | 282.24%-268.2pp |
| Employer contribution / active EE | $5,075 | $3,193+58.9% | $2,689+88.7% | $4,866+4.3% |
| Participant deferral / active EE | $8,204 | $3,846+113.3% | $3,162+159.5% | $5,352+53.3% |
| Admin fee / account holder | $67,298 | $5,243+1183.5% | $3,357+1904.5% | $9,541+605.4% |