Filed January 7, 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 | $96,728 | $45,152+114.2% | $73,836+31.0% | $59,633+62.2% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | 0.45% | 27.40%-27.0pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $4,434 | $1,901+133.2% | $2,787+59.1% | $2,203+101.3% |
| Participant deferral / active EE | $5,478 | $2,573+112.9% | $3,583+52.9% | $3,192+71.6% |
| Admin fee / account holder | $19,443 | $3,515+453.2% | $4,882+298.3% | $4,297+352.5% |