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 | $130,634 | $53,128+145.9% | $86,582+50.9% | $70,126+86.3% |
| Participation rate | 93.6% | 65.3%+28.3pp | 73.5%+20.0pp | 69.5%+24.0pp |
| Annual return | 16.49% | 27.66%-11.2pp | 965.08%-948.6pp | 73.15%-56.7pp |
| Employer contribution / active EE | $4,079 | $2,068+97.3% | $2,839+43.7% | $2,343+74.1% |
| Participant deferral / active EE | $7,750 | $2,695+187.6% | $3,609+114.8% | $3,332+132.6% |
| Admin fee / account holder | $12,887 | $3,584+259.6% | $4,904+162.8% | $4,645+177.4% |