Filed September 11, 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 | $96,074 | $90,607+6.0% | $79,467+20.9% | $135,380-29.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.29% | 977.74%-984.0pp | 718.30%-724.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,287 | $3,068+7.1% | $2,800+17.4% | $4,779-31.2% |
| Participant deferral / active EE | $7,930 | $4,050+95.8% | $3,704+114.1% | $5,609+41.4% |
| Admin fee / account holder | $11,791 | $5,895+100.0% | $5,104+131.0% | $10,828+8.9% |