Filed September 20, 2022 (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 | $41,459 | $36,767+12.8% | $81,473-49.1% | $62,293-33.4% |
| Participation rate | 99.1% | 54.4%+44.6pp | 68.0%+31.1pp | 69.5%+29.6pp |
| Annual return | 89.06% | 173.80%-84.7pp | 38.78%+50.3pp | 28.90%+60.2pp |
| Employer contribution / active EE | $6,820 | $1,128+504.4% | $2,568+165.6% | $2,042+233.9% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,022 | $797+28.2% | $4,561-77.6% | $479+113.2% |