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 | $29,000 | $62,549-53.6% | $85,705-66.2% | $85,851-66.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.87% | 23.77%-11.9pp | 21.49%-9.6pp | 318.63%-306.8pp |
| Employer contribution / active EE | $1,447 | $1,755-17.6% | $2,619-44.7% | $2,565-43.6% |
| Participant deferral / active EE | $4,372 | $2,802+56.0% | $3,924+11.4% | $3,952+10.6% |
| Admin fee / account holder | $12,155 | $4,644+161.8% | $6,877+76.8% | $6,261+94.1% |