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 | $92,923 | $138,102-32.7% | $125,381-25.9% | $134,532-30.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.26% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $10,218 | $5,245+94.8% | $4,815+112.2% | $4,741+115.5% |
| Participant deferral / active EE | $9,360 | $7,801+20.0% | $7,448+25.7% | $6,401+46.2% |
| Admin fee / account holder | $3,080 | $11,568-73.4% | $10,007-69.2% | $11,429-73.1% |