Filed August 12, 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 | $150,473 | $90,486+66.3% | $78,676+91.3% | $273,972-45.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.50% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $4,505 | $3,175+41.9% | $2,850+58.1% | $4,869-7.5% |
| Participant deferral / active EE | $7,572 | $3,901+94.1% | $3,517+115.3% | $5,287+43.2% |
| Admin fee / account holder | $31,416 | $5,263+496.9% | $4,510+596.6% | $10,133+210.0% |