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 | $51,296 | $92,743-44.7% | $82,744-38.0% | $134,532-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.02% | 946.63%-960.7pp | 702.22%-716.2pp | 418.27%-432.3pp |
| Employer contribution / active EE | $6,253 | $3,273+91.1% | $3,008+107.9% | $4,741+31.9% |
| Participant deferral / active EE | $9,416 | $4,802+96.1% | $4,395+114.3% | $6,401+47.1% |
| Admin fee / account holder | $312 | $5,977-94.8% | $5,325-94.1% | $11,429-97.3% |