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 | $54,370+27.6% | $82,763-16.1% | $68,490+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 | 702.45%-718.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $4,205 | $2,219+89.5% | $3,008+39.8% | $2,597+61.9% |
| Participant deferral / active EE | $8,105 | $3,247+149.6% | $4,395+84.4% | $4,028+101.2% |
| Admin fee / account holder | $6,298 | $4,398+43.2% | $5,325+18.3% | $5,403+16.6% |