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 | $149,131 | $77,817+91.6% | $123,553+20.7% | $64,173+132.4% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.3%+10.9pp | 69.6%+23.7pp |
| Annual return | -6.43% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $12,353 | $3,014+309.8% | $4,628+166.9% | $2,381+418.8% |
| Participant deferral / active EE | $9,205 | $5,240+75.7% | $6,426+43.3% | $3,470+165.3% |
| Admin fee / account holder | $6,605 | $5,519+19.7% | $9,284-28.9% | $4,887+35.1% |