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 | $56,622 | $127,387-55.6% | $115,038-50.8% | $125,389-54.8% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 1.03% | 31.28%-30.2pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,728 | $6,423-57.5% | $6,026-54.7% | $5,352-49.0% |
| Admin fee / account holder | $2,378 | $9,516-75.0% | $8,175-70.9% | $9,541-75.1% |