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 | $40,512 | $69,977-42.1% | $108,582-62.7% | $62,881-35.6% |
| Participation rate | 79.7% | 72.9%+6.8pp | 79.6%+0.2pp | 69.3%+10.4pp |
| Annual return | 6.90% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,323 | $3,165-26.6% | $4,311-46.1% | $3,203-27.5% |
| Admin fee / account holder | $1,541 | $5,076-69.6% | $7,645-79.8% | $4,296-64.1% |