Filed August 10, 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 | $97,040 | $87,834+10.5% | $133,975-27.6% | $62,881+54.3% |
| Participation rate | 95.2% | 83.4%+11.8pp | 87.1%+8.1pp | 69.3%+25.9pp |
| Annual return | 13.48% | 12.05%+1.4pp | 29.29%-15.8pp | 20.14%-6.7pp |
| Employer contribution / active EE | $4,810 | $3,482+38.1% | $5,211-7.7% | $2,281+110.9% |
| Participant deferral / active EE | $11,649 | $4,812+142.1% | $6,282+85.4% | $3,203+263.7% |
| Admin fee / account holder | $1,718 | $5,372-68.0% | $9,324-81.6% | $4,296-60.0% |