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 | $65,450 | $65,4230% | $98,477-33.5% | $85,856-23.8% |
| Participation rate | 74.0% | 65.0%+9.0pp | 73.3%+0.6pp | 69.3%+4.6pp |
| Annual return | 29.29% | 21.76%+7.5pp | 1493.59%-1464.3pp | 318.58%-289.3pp |
| Employer contribution / active EE | $2,500 | $2,168+15.3% | $2,961-15.6% | $2,565-2.5% |
| Participant deferral / active EE | $3,535 | $3,167+11.6% | $4,276-17.3% | $3,952-10.6% |
| Admin fee / account holder | $1,249 | $4,594-72.8% | $5,951-79.0% | $6,261-80.0% |