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 | $166,564 | $94,031+77.1% | $115,768+43.9% | $82,448+102.0% |
| Participation rate | 97.8% | 70.4%+27.4pp | 74.4%+23.4pp | 68.1%+29.7pp |
| Annual return | 17.62% | 20.61%-3.0pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,333 | $2,323+86.5% | $2,940+47.4% | $2,551+69.8% |
| Participant deferral / active EE | $8,766 | $3,972+120.7% | $4,917+78.3% | $4,139+111.8% |
| Admin fee / account holder | $9,607 | $10,249-6.3% | $12,439-22.8% | $7,234+32.8% |