Filed June 17, 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 | $102,558 | $45,152+127.1% | $73,836+38.9% | $59,633+72.0% |
| Participation rate | 91.4% | 64.0%+27.4pp | 73.4%+18.0pp | 68.7%+22.8pp |
| Annual return | -0.35% | 27.40%-27.8pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $3,717 | $1,901+95.5% | $2,787+33.3% | $2,203+68.7% |
| Participant deferral / active EE | $7,231 | $2,573+181.0% | $3,583+101.8% | $3,192+126.5% |
| Admin fee / account holder | $10,591 | $3,515+201.4% | $4,882+117.0% | $4,297+146.5% |