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 | $47,907 | $138,386-65.4% | $184,260-74.0% | $80,935-40.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.61% | 20.02%-6.4pp | 28.84%-15.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $4,235 | $4,851-12.7% | $6,427-34.1% | $2,757+53.6% |
| Participant deferral / active EE | $5,277 | $7,076-25.4% | $9,133-42.2% | $4,299+22.7% |
| Admin fee / account holder | $6,306 | $10,489-39.9% | $13,898-54.6% | $6,924-8.9% |