Filed December 9, 2021 (most recent of 2 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 | $19,931 | $95,406-79.1% | $185,849-89.3% | $85,847-76.8% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 43.39% | 23.59%+19.8pp | 122.10%-78.7pp | 318.61%-275.2pp |
| Employer contribution / active EE | $1,537 | $3,314-53.6% | $5,169-70.3% | $2,565-40.1% |
| Participant deferral / active EE | $2,222 | $3,424-35.1% | $5,569-60.1% | $3,952-43.8% |
| Admin fee / account holder | $818 | $7,214-88.7% | $16,244-95.0% | $6,261-86.9% |