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 | $25,216 | $42,910-41.2% | $60,919-58.6% | $68,490-63.2% |
| Participation rate | 98.7% | 66.8%+31.9pp | 73.1%+25.6pp | 67.9%+30.8pp |
| Annual return | -15.66% | -13.99%-1.7pp | 16.96%-32.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,818 | $1,978+42.4% | $2,704+4.2% | $2,597+8.5% |
| Participant deferral / active EE | $3,346 | $2,866+16.8% | $3,814-12.3% | $4,028-16.9% |
| Admin fee / account holder | $1,888 | $3,104-39.2% | $3,228-41.5% | $5,403-65.1% |