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 | $69,165 | $209,425-67.0% | $178,499-61.3% | $158,966-56.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.23% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $35,857 | $5,955+502.1% | $5,202+589.3% | $5,983+499.3% |
| Admin fee / account holder | $4,414 | $17,078-74.2% | $13,986-68.4% | $11,250-60.8% |