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 | $89,728 | $165,361-45.7% | $149,715-40.1% | $158,950-43.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.61% | 348.24%-334.6pp | 276.66%-263.1pp | 302.91%-289.3pp |
| Employer contribution / active EE | $3,485 | $5,103-31.7% | $4,645-25.0% | $4,762-26.8% |
| Participant deferral / active EE | $3,792 | $7,182-47.2% | $6,842-44.6% | $5,983-36.6% |
| Admin fee / account holder | $13,025 | $10,808+20.5% | $9,310+39.9% | $11,248+15.8% |