Filed May 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 | $56,391 | $43,344+30.1% | $59,899-5.9% | $64,173-12.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.71% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,319 | $2,030+14.3% | $2,723-14.8% | $2,381-2.6% |
| Participant deferral / active EE | $6,880 | $2,547+170.1% | $3,402+102.2% | $3,470+98.3% |
| Admin fee / account holder | $5,496 | $3,008+82.7% | $3,592+53.0% | $4,887+12.5% |