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 | $21,184 | $45,041-53.0% | $63,003-66.4% | $70,131-69.8% |
| Participation rate | 75.9% | 69.5%+6.3pp | 74.8%+1.1pp | 69.5%+6.3pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,235 | $2,052-39.8% | $2,760-55.3% | $2,342-47.3% |
| Participant deferral / active EE | $2,051 | $2,465-16.8% | $3,329-38.4% | $3,332-38.4% |
| Admin fee / account holder | $3,552 | $2,836+25.3% | $3,600-1.3% | $4,645-23.5% |