Filed May 16, 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 | $17,465 | $49,164-64.5% | $121,169-85.6% | $75,181-76.8% |
| Participation rate | 70.0% | 55.4%+14.6pp | 69.5%+0.5pp | 67.2%+2.8pp |
| Annual return | 20.47% | 56.03%-35.6pp | 986.71%-966.2pp | 160.69%-140.2pp |
| Employer contribution / active EE | $1,076 | $1,546-30.4% | $4,168-74.2% | $2,671-59.7% |
| Participant deferral / active EE | $2,808 | $2,628+6.8% | $4,083-31.2% | $4,126-31.9% |
| Admin fee / account holder | $1,034 | $3,942-73.8% | $5,645-81.7% | $5,650-81.7% |