Filed October 6, 2021 (most recent of 2 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 | $95,164 | $49,976+90.4% | $66,674+42.7% | $82,637+15.2% |
| Participation rate | 96.7% | 63.1%+33.6pp | 73.7%+23.0pp | 68.1%+28.6pp |
| Annual return | 15.69% | 39.09%-23.4pp | 321.24%-305.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $5,373 | $1,988+170.3% | $2,620+105.1% | $2,552+110.5% |
| Participant deferral / active EE | $4,765 | $2,847+67.4% | $4,084+16.7% | $4,126+15.5% |
| Admin fee / account holder | $4,471 | $4,594-2.7% | $5,098-12.3% | $7,339-39.1% |