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 | $23,556 | $43,344-45.7% | $59,899-60.7% | $64,173-63.3% |
| Participation rate | 85.2% | 69.2%+16.0pp | 74.7%+10.5pp | 69.6%+15.6pp |
| Annual return | 8.81% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,627 | $2,030-19.8% | $2,723-40.3% | $2,381-31.7% |
| Participant deferral / active EE | $2,986 | $2,547+17.2% | $3,402-12.2% | $3,470-13.9% |
| Admin fee / account holder | $716 | $3,008-76.2% | $3,592-80.1% | $4,887-85.3% |