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 | $144,991 | $209,847-30.9% | $189,520-23.5% | $167,518-13.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.86% | 748.45%-729.6pp | 555.25%-536.4pp | 478.71%-459.8pp |
| Employer contribution / active EE | $4,555 | $6,913-34.1% | $6,161-26.1% | $4,838-5.9% |
| Participant deferral / active EE | $12,358 | $8,934+38.3% | $8,220+50.3% | $6,342+94.9% |
| Admin fee / account holder | $3,612 | $14,295-74.7% | $12,046-70.0% | $12,312-70.7% |