Filed July 5, 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 | $90,249 | $110,083-18.0% | $151,645-40.5% | $68,490+31.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.58% | -10.12%-3.5pp | 3.34%-16.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $6,314 | $4,470+41.2% | $6,165+2.4% | $2,597+143.1% |
| Participant deferral / active EE | $6,113 | $6,526-6.3% | $8,363-26.9% | $4,028+51.8% |
| Admin fee / account holder | $2,965 | $7,718-61.6% | $11,614-74.5% | $5,403-45.1% |