Filed April 21, 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 | $115,837 | $160,070-27.6% | $147,117-21.3% | $145,897-20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $8,467 | $5,285+60.2% | $4,932+71.7% | $4,663+81.6% |
| Participant deferral / active EE | $8,843 | $8,419+5.0% | $8,065+9.7% | $6,689+32.2% |
| Admin fee / account holder | $1,913 | $15,035-87.3% | $12,993-85.3% | $13,390-85.7% |