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 | $84,292 | $157,296-46.4% | $141,191-40.3% | $152,897-44.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.59% | 64.34%-48.8pp | 71.41%-55.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $4,199 | $5,262-20.2% | $4,736-11.3% | $4,764-11.9% |
| Participant deferral / active EE | $5,040 | $7,111-29.1% | $6,710-24.9% | $5,851-13.9% |
| Admin fee / account holder | $5,581 | $12,125-54.0% | $10,264-45.6% | $11,599-51.9% |