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 | $165,121 | $136,307+21.1% | $177,827-7.1% | $73,493+124.7% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.7%+8.6pp | 70.7%+25.7pp |
| Annual return | 12.53% | 18.68%-6.1pp | 48.32%-35.8pp | 28.51%-16.0pp |
| Employer contribution / active EE | $5,813 | $3,712+56.6% | $5,918-1.8% | $2,270+156.1% |
| Participant deferral / active EE | $14,285 | $5,829+145.1% | $7,713+85.2% | $3,740+282.0% |
| Admin fee / account holder | $2,344 | $596+293.6% | $12,429-81.1% | $513+356.9% |