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 | $197,603-28.3% | $177,827-20.3% | $158,950-10.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 11.90% | 58.76%-46.9pp | 48.32%-36.4pp | 302.91%-291.0pp |
| Employer contribution / active EE | $2,930 | $6,698-56.3% | $5,918-50.5% | $4,762-38.5% |
| Participant deferral / active EE | $11,655 | $8,404+38.7% | $7,713+51.1% | $5,983+94.8% |
| Admin fee / account holder | $2,405 | $15,402-84.4% | $12,429-80.6% | $11,248-78.6% |