Filed December 1, 2021 (most recent of 3 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 | $105,849 | $87,132+21.5% | $105,624+0.2% | $80,959+30.7% |
| Participation rate | 84.9% | 70.4%+14.5pp | 75.3%+9.7pp | 67.7%+17.3pp |
| Annual return | 14.92% | 17.03%-2.1pp | 116.20%-101.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,273 | $3,985+7.2% | $5,013-14.8% | $4,300-0.6% |
| Admin fee / account holder | $4,162 | $8,449-50.7% | $10,961-62.0% | $6,925-39.9% |