Filed March 31, 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 | $192,276 | $87,106+120.7% | $105,607+82.1% | $80,935+137.6% |
| Participation rate | 81.0% | 70.4%+10.5pp | 75.3%+5.7pp | 67.7%+13.3pp |
| Annual return | 13.38% | 17.01%-3.6pp | 116.11%-102.7pp | 35.66%-22.3pp |
| Employer contribution / active EE | $4,446 | $2,396+85.5% | $3,167+40.4% | $2,757+61.3% |
| Participant deferral / active EE | $9,655 | $3,986+142.2% | $5,011+92.7% | $4,299+124.6% |
| Admin fee / account holder | $15,000 | $8,447+77.6% | $10,958+36.9% | $6,924+116.6% |