Filed August 31, 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 | $54,650 | $69,977-21.9% | $108,582-49.7% | $62,881-13.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.74% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $4,223 | $2,135+97.8% | $3,758+12.4% | $2,281+85.1% |
| Participant deferral / active EE | $4,638 | $3,165+46.6% | $4,311+7.6% | $3,203+44.8% |
| Admin fee / account holder | $1,574 | $5,076-69.0% | $7,645-79.4% | $4,296-63.4% |