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 | $183,539-48.0% | $155,556-38.6% | $145,897-34.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 61.31%-50.9pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,283 | $6,467+151.8% | $5,631+189.2% | $6,689+143.4% |
| Admin fee / account holder | $39,293 | $19,275+103.9% | $15,885+147.4% | $13,390+193.4% |