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 | $141,725 | $197,637-28.3% | $177,848-20.3% | $158,982-10.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 11.90% | 58.77%-46.9pp | 48.33%-36.4pp | 302.99%-291.1pp |
| Employer contribution / active EE | $2,930 | $6,698-56.3% | $5,919-50.5% | $4,763-38.5% |
| Participant deferral / active EE | $11,655 | $8,405+38.7% | $7,714+51.1% | $5,983+94.8% |
| Admin fee / account holder | $2,405 | $15,406-84.4% | $12,431-80.7% | $11,252-78.6% |