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 | $45,795 | $110,083-58.4% | $151,645-69.8% | $68,490-33.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 1.03% | -10.12%+11.2pp | 3.34%-2.3pp | -7.85%+8.9pp |
| Employer contribution / active EE | $4,750 | $4,470+6.3% | $6,165-23.0% | $2,597+82.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,389 | $7,718-69.1% | $11,614-79.4% | $5,403-55.8% |