Filed March 17, 2022 (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 | $111,598 | $72,177+54.6% | $115,038-3.0% | $59,633+87.1% |
| Participation rate | 88.3% | 72.6%+15.8pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | -1.49% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $13,610 | $2,841+379.0% | $4,608+195.4% | $2,203+517.9% |
| Participant deferral / active EE | $7,883 | $4,783+64.8% | $6,026+30.8% | $3,192+147.0% |
| Admin fee / account holder | $17,180 | $4,927+248.7% | $8,175+110.2% | $4,297+299.8% |