Filed January 24, 2023 (most recent of 3 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 | $136,096 | $49,177+176.8% | $79,467+71.3% | $64,173+112.1% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.6%+23.3pp |
| Annual return | -5.34% | -1.16%-4.2pp | 718.30%-723.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,953 | $2,076+138.6% | $2,800+76.9% | $2,381+108.0% |
| Participant deferral / active EE | $10,827 | $2,821+283.8% | $3,704+192.3% | $3,470+212.1% |
| Admin fee / account holder | $3,236 | $3,839-15.7% | $5,104-36.6% | $4,887-33.8% |