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 | $39,809 | $43,730-9.0% | $121,220-67.2% | $64,173-38.0% |
| Participation rate | 98.3% | 58.3%+40.0pp | 71.8%+26.6pp | 69.6%+28.8pp |
| Annual return | -4.44% | 68.94%-73.4pp | 16.94%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,641 | $1,297+257.9% | $4,023+15.4% | $2,381+94.9% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,689 | $3,502-23.2% | $5,021-46.4% | $4,887-45.0% |