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 | $34,252 | $138,076-75.2% | $123,553-72.3% | $135,380-74.7% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -5.59% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,820 | $6,800-43.8% | $6,426-40.6% | $5,609-31.9% |
| Admin fee / account holder | $2,162 | $10,917-80.2% | $9,284-76.7% | $10,828-80.0% |