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 | $43,730+61.6% | $66,674+6.0% | $64,097+10.2% |
| Participation rate | 73.8% | 50.7%+23.1pp | 73.7%+0.1pp | 55.2%+18.6pp |
| Annual return | 26.52% | 53.62%-27.1pp | 321.24%-294.7pp | 34.64%-8.1pp |
| Employer contribution / active EE | $3,830 | $1,673+128.9% | $2,620+46.2% | $1,891+102.5% |
| Participant deferral / active EE | $5,558 | $2,122+162.0% | $4,084+36.1% | $3,080+80.5% |
| Admin fee / account holder | $3,666 | $2,708+35.4% | $5,098-28.1% | $3,454+6.1% |