Filed March 8, 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 | $59,767 | $84,684-29.4% | $73,835-19.1% | $125,388-52.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.27% | 3123.93%-3124.2pp | 2268.13%-2268.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $10,275 | $3,123+229.0% | $2,788+268.6% | $4,866+111.2% |
| Participant deferral / active EE | $8,960 | $3,993+124.4% | $3,583+150.1% | $5,352+67.4% |
| Admin fee / account holder | $3,562 | $5,691-37.4% | $4,880-27.0% | $9,541-62.7% |