Filed July 28, 2022 (most recent of 8 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 | $52,588 | $143,969-63.5% | $199,883-73.7% | $82,637-36.4% |
| Participation rate | 88.9% | 84.1%+4.7pp | 86.8%+2.1pp | 68.1%+20.8pp |
| Annual return | 17.05% | 25.67%-8.6pp | 43.81%-26.8pp | 53.51%-36.5pp |
| Employer contribution / active EE | $5,020 | $4,632+8.4% | $6,261-19.8% | $2,552+96.7% |
| Participant deferral / active EE | $6,638 | $6,937-4.3% | $9,138-27.4% | $4,126+60.9% |
| Admin fee / account holder | $8,979 | $14,597-38.5% | $17,268-48.0% | $7,339+22.4% |