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 | $77,293 | $58,275+32.6% | $81,844-5.6% | $80,935-4.5% |
| Participation rate | 93.5% | 63.5%+30.1pp | 72.4%+21.2pp | 67.7%+25.9pp |
| Annual return | 12.33% | 41.82%-29.5pp | 778.87%-766.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $4,620 | $2,346+97.0% | $2,916+58.4% | $2,757+67.6% |
| Participant deferral / active EE | $4,372 | $3,285+33.1% | $4,323+1.1% | $4,299+1.7% |
| Admin fee / account holder | $12,801 | $4,749+169.6% | $7,355+74.0% | $6,924+84.9% |