Filed July 27, 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 | $248,459 | $92,766+167.8% | $82,763+200.2% | $134,545+84.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.59% | 946.97%-961.6pp | 702.45%-717.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $5,477 | $3,273+67.3% | $3,008+82.1% | $4,742+15.5% |
| Participant deferral / active EE | $9,960 | $4,802+107.4% | $4,395+126.6% | $6,401+55.6% |
| Admin fee / account holder | $64,002 | $5,978+970.7% | $5,325+1101.9% | $11,431+459.9% |