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 | $38,820 | $94,529-58.9% | $140,019-72.3% | $64,173-39.5% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | 6.06% | 7.77%-1.7pp | 651.17%-645.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $5,705 | $3,812+49.7% | $5,605+1.8% | $2,381+139.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $760 | $6,741-88.7% | $10,705-92.9% | $4,887-84.5% |