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 | $64,093 | $92,766-30.9% | $82,763-22.6% | $134,545-52.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.42% | 946.97%-962.4pp | 702.45%-717.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,780 | $3,273+15.5% | $3,008+25.6% | $4,742-20.3% |
| Participant deferral / active EE | $6,556 | $4,802+36.5% | $4,395+49.2% | $6,401+2.4% |
| Admin fee / account holder | $229,642 | $5,978+3741.7% | $5,325+4212.4% | $11,431+1909.0% |