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 | $46,229 | $46,877-1.4% | $122,354-62.2% | $70,126-34.1% |
| Participation rate | 95.1% | 58.2%+36.9pp | 71.6%+23.4pp | 69.5%+25.5pp |
| Annual return | 16.85% | 24.22%-7.4pp | 30.28%-13.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $5,905 | $1,288+358.4% | $4,051+45.8% | $2,343+152.1% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $665 | $3,324-80.0% | $5,479-87.9% | $4,645-85.7% |