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 | $29,444 | $103,008-71.4% | $90,304-67.4% | $152,897-80.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.59% | 95.22%-76.6pp | 78.13%-59.5pp | 345.43%-326.8pp |
| Employer contribution / active EE | $3,398 | $3,139+8.2% | $2,855+19.0% | $4,764-28.7% |
| Participant deferral / active EE | $8,060 | $4,281+88.3% | $3,885+107.5% | $5,851+37.8% |
| Admin fee / account holder | $22,671 | $6,175+267.2% | $5,354+323.4% | $11,599+95.5% |