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 | $90,714 | $167,350-45.8% | $143,801-36.9% | $134,554-32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.54% | 0.48%-18.0pp | -0.04%-17.5pp | 418.46%-436.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $23,543 | $6,447+265.2% | $5,639+317.5% | $6,401+267.8% |
| Admin fee / account holder | $7,209 | $18,096-60.2% | $14,680-50.9% | $11,430-36.9% |