Filed January 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 | $248,769 | $51,638+381.8% | $68,368+263.9% | $82,448+201.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.96% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $13,002 | $2,047+535.3% | $2,649+390.9% | $2,551+409.7% |
| Participant deferral / active EE | $10,658 | $2,914+265.8% | $4,123+158.5% | $4,139+157.5% |
| Admin fee / account holder | $16,558 | $4,643+256.6% | $5,150+221.5% | $7,234+128.9% |