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 | $65,930 | $153,769-57.1% | $133,975-50.8% | $273,972-75.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 14.51% | 36.51%-22.0pp | 29.29%-14.8pp | 41.46%-26.9pp |
| Employer contribution / active EE | $1,342 | $6,029-77.7% | $5,211-74.2% | $4,869-72.4% |
| Participant deferral / active EE | $7,374 | $6,958+6.0% | $6,282+17.4% | $5,287+39.5% |
| Admin fee / account holder | $886 | $11,765-92.5% | $9,324-90.5% | $10,133-91.3% |