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 | $129,293 | $167,522-22.8% | $151,639-14.7% | $134,532-3.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.46% | 7.81%-23.3pp | 3.34%-18.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,823 | $6,828-58.6% | $6,165-54.2% | $4,741-40.4% |
| Participant deferral / active EE | $14,260 | $8,986+58.7% | $8,363+70.5% | $6,401+122.8% |
| Admin fee / account holder | $4,155 | $13,780-69.8% | $11,613-64.2% | $11,429-63.6% |