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 | $181,280 | $201,264-9.9% | $184,185-1.6% | $145,978+24.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.15% | 29.00%-16.9pp | 28.81%-16.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,842 | $7,021-45.3% | $6,426-40.2% | $4,662-17.6% |
| Participant deferral / active EE | $13,572 | $9,806+38.4% | $9,132+48.6% | $6,690+102.9% |
| Admin fee / account holder | $5,194 | $16,376-68.3% | $13,909-62.7% | $13,400-61.2% |