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 | $68,692 | $53,774+27.7% | $134,162-48.8% | $79,856-14.0% |
| Participation rate | 81.0% | 58.8%+22.2pp | 72.2%+8.8pp | 69.6%+11.3pp |
| Annual return | 148.27% | 19.01%+129.3pp | 36.35%+111.9pp | 31.71%+116.6pp |
| Employer contribution / active EE | $2,879 | $1,322+117.8% | $3,705-22.3% | $2,471+16.5% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,175 | $3,985-70.5% | $6,685-82.4% | $5,306-77.9% |