Filed November 23, 2021 (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 | $70,659 | $47,553+48.6% | $136,867-48.4% | $69,733+1.3% |
| Participation rate | 73.8% | 61.4%+12.5pp | 74.5%-0.7pp | 62.5%+11.4pp |
| Annual return | 26.52% | -91.50%+118.0pp | 42.97%-16.5pp | 15.22%+11.3pp |
| Employer contribution / active EE | $3,830 | $2,087+83.5% | $3,547+8.0% | $2,250+70.2% |
| Participant deferral / active EE | $5,558 | $2,300+141.6% | $4,924+12.9% | $3,054+82.0% |
| Admin fee / account holder | $3,666 | $3,496+4.9% | $10,340-64.5% | $3,102+18.2% |