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 | $169,845 | $185,883-8.6% | $170,043-0.1% | $139,466+21.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 15.98% | 60.54%-44.6pp | 53.40%-37.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $3,227 | $7,596-57.5% | $6,790-52.5% | $4,754-32.1% |
| Participant deferral / active EE | $13,783 | $11,626+18.6% | $10,410+32.4% | $6,712+105.3% |
| Admin fee / account holder | $8,719 | $15,393-43.4% | $12,824-32.0% | $11,409-23.6% |