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 | $44,477 | $180,461-75.4% | $154,110-71.1% | $135,381-67.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.75% | 888.23%-896.0pp | 735.22%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $29,293 | $5,806+404.5% | $5,081+476.6% | $5,609+422.2% |
| Admin fee / account holder | $8,424 | $16,146-47.8% | $13,412-37.2% | $10,828-22.2% |