Filed January 31, 2022 (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 | $41,152 | $39,162+5.1% | $100,671-59.1% | $59,633-31.0% |
| Participation rate | 88.7% | 55.9%+32.8pp | 70.7%+18.0pp | 68.7%+20.0pp |
| Annual return | 1.32% | 21.07%-19.8pp | 20.43%-19.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $3,874 | $1,151+236.7% | $4,012-3.5% | $2,203+75.9% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,737 | $2,969-41.5% | $4,850-64.2% | $4,297-59.6% |