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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,358 | $45,152+551.9% | $73,836+298.7% | $59,633+393.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.79% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $10,674 | $1,901+461.4% | $2,787+282.9% | $2,203+384.6% |
| Participant deferral / active EE | $9,555 | $2,573+271.4% | $3,583+166.7% | $3,192+199.4% |
| Admin fee / account holder | $16,301 | $3,515+363.8% | $4,882+233.9% | $4,297+279.4% |