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 | $26,462 | $45,087-41.3% | $69,483-61.9% | $72,976-63.7% |
| Participation rate | 86.9% | 68.5%+18.4pp | 74.6%+12.3pp | 69.5%+17.4pp |
| Annual return | 7.64% | 22.67%-15.0pp | 28.99%-21.4pp | 81.02%-73.4pp |
| Employer contribution / active EE | $1,356 | $2,055-34.0% | $2,780-51.2% | $2,440-44.4% |
| Participant deferral / active EE | $2,716 | $2,603+4.4% | $3,537-23.2% | $3,608-24.7% |
| Admin fee / account holder | $503 | $3,057-83.6% | $3,841-86.9% | $5,124-90.2% |