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 | $51,417 | $135,956-62.2% | $123,894-58.5% | $273,972-81.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.01% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,201 | $6,343-65.3% | $5,984-63.2% | $5,287-58.4% |
| Admin fee / account holder | $6,405 | $9,817-34.8% | $8,357-23.4% | $10,133-36.8% |