Filed March 23, 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 | $35,331 | $59,804-40.9% | $81,982-56.9% | $79,856-55.8% |
| Participation rate | 96.9% | 61.6%+35.2pp | 69.3%+27.6pp | 69.6%+27.2pp |
| Annual return | 131.66% | 17.56%+114.1pp | 41.31%+90.3pp | 31.71%+99.9pp |
| Employer contribution / active EE | $1,333 | $1,713-22.2% | $2,498-46.6% | $2,471-46.0% |
| Participant deferral / active EE | $4,532 | $2,695+68.1% | $3,722+21.7% | $3,741+21.1% |
| Admin fee / account holder | $345 | $4,288-92.0% | $5,665-93.9% | $5,306-93.5% |