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 | $75,836 | $92,766-18.2% | $82,763-8.4% | $134,545-43.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -11.47% | 946.97%-958.4pp | 702.45%-713.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $10,064 | $3,273+207.5% | $3,008+234.5% | $4,742+112.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,309 | $5,978-61.4% | $5,325-56.6% | $11,431-79.8% |