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 | $49,007 | $54,357-9.8% | $82,706-40.7% | $68,495-28.5% |
| Participation rate | 71.8% | 63.9%+7.9pp | 72.6%-0.8pp | 67.9%+3.9pp |
| Annual return | -12.72% | -13.67%+1.0pp | 701.76%-714.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,872 | $2,218+74.5% | $3,007+28.7% | $2,596+49.1% |
| Participant deferral / active EE | $4,444 | $3,246+36.9% | $4,394+1.1% | $4,028+10.3% |
| Admin fee / account holder | $8,022 | $4,396+82.5% | $5,329+50.5% | $5,403+48.5% |