Filed March 3, 2022 (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 | $215,131 | $209,336+2.8% | $197,124+9.1% | $137,256+56.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.16% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,977 | $6,591-39.7% | $6,227-36.1% | $4,156-4.3% |
| Participant deferral / active EE | $14,595 | $9,614+51.8% | $9,135+59.8% | $6,407+127.8% |
| Admin fee / account holder | $6,604 | $17,308-61.8% | $16,298-59.5% | $12,270-46.2% |