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 | $33,957 | $53,127-36.1% | $86,597-60.8% | $70,131-51.6% |
| Participation rate | 81.6% | 65.3%+16.3pp | 73.5%+8.1pp | 69.5%+12.1pp |
| Annual return | 14.15% | 27.66%-13.5pp | 964.96%-950.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,042 | $2,068-1.3% | $2,840-28.1% | $2,342-12.8% |
| Participant deferral / active EE | $3,941 | $2,696+46.2% | $3,609+9.2% | $3,332+18.3% |
| Admin fee / account holder | $3,016 | $3,585-15.9% | $4,906-38.5% | $4,645-35.1% |