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 | $162,804 | $82,678+96.9% | $125,391+29.8% | $68,490+137.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.41%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $15,213 | $3,382+349.8% | $4,816+215.9% | $2,597+485.9% |
| Participant deferral / active EE | $12,204 | $6,111+99.7% | $7,448+63.8% | $4,028+203.0% |
| Admin fee / account holder | $60,029 | $6,277+856.3% | $10,009+499.8% | $5,403+1011.1% |