Filed March 1, 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 | $65,953 | $123,793-46.7% | $177,848-62.9% | $79,856-17.4% |
| Participation rate | 78.1% | 84.7%-6.6pp | 87.7%-9.6pp | 69.6%+8.4pp |
| Annual return | 18.61% | 22.82%-4.2pp | 48.33%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,038 | $4,095-50.2% | $5,919-65.6% | $2,471-17.5% |
| Participant deferral / active EE | $4,070 | $5,956-31.7% | $7,714-47.2% | $3,741+8.8% |
| Admin fee / account holder | $3,953 | $7,243-45.4% | $12,431-68.2% | $5,306-25.5% |