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 | $35,198 | $150,447-76.6% | $136,298-74.2% | $147,586-76.2% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.53% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,130 | $6,631-52.8% | $6,247-49.9% | $5,439-42.4% |
| Admin fee / account holder | $17,510 | $10,906+60.6% | $9,244+89.4% | $10,886+60.9% |