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 | $69,397 | $54,357+27.7% | $82,706-16.1% | $68,495+1.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.67%-2.1pp | 701.76%-717.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,205 | $2,218+89.5% | $3,007+39.8% | $2,596+61.9% |
| Participant deferral / active EE | $8,105 | $3,246+149.7% | $4,394+84.5% | $4,028+101.3% |
| Admin fee / account holder | $6,298 | $4,396+43.2% | $5,329+18.2% | $5,403+16.5% |