Filed December 22, 2021 (most recent of 4 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 | $52,387 | $138,393-62.1% | $184,256-71.6% | $80,959-35.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.24% | 20.01%-7.8pp | 28.85%-16.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $6,897 | $4,847+42.3% | $6,427+7.3% | $2,757+150.1% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,068 | $10,489-80.3% | $13,899-85.1% | $6,925-70.1% |