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 | $51,110 | $58,258-12.3% | $81,820-37.5% | $80,925-36.8% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.4%+22.1pp | 67.7%+26.8pp |
| Annual return | 14.63% | 41.76%-27.1pp | 777.93%-763.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $4,427 | $2,345+88.7% | $2,915+51.9% | $2,756+60.6% |
| Participant deferral / active EE | $6,330 | $3,284+92.8% | $4,323+46.4% | $4,299+47.2% |
| Admin fee / account holder | $8,630 | $4,976+73.4% | $7,391+16.8% | $6,940+24.4% |