Filed May 11, 2022 (most recent of 4 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 | $95,503 | $183,627-48.0% | $155,602-38.6% | $145,978-34.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,283 | $6,466+151.8% | $5,629+189.3% | $6,690+143.4% |
| Admin fee / account holder | $39,293 | $19,327+103.3% | $15,923+146.8% | $13,400+193.2% |