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 | $69,947 | $125,797-44.4% | $170,057-58.9% | $75,177-7.0% |
| Participation rate | 70.5% | 83.6%-13.1pp | 87.0%-16.5pp | 67.2%+3.3pp |
| Annual return | 18.88% | 27.20%-8.3pp | 53.42%-34.5pp | 160.75%-141.9pp |
| Employer contribution / active EE | $1,951 | $4,616-57.7% | $6,790-71.3% | $2,671-27.0% |
| Participant deferral / active EE | $4,268 | $6,838-37.6% | $10,411-59.0% | $4,126+3.4% |
| Admin fee / account holder | $3,571 | $8,177-56.3% | $12,826-72.2% | $5,651-36.8% |