Filed August 15, 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 | $27,305 | $100,895-72.9% | $90,430-69.8% | $158,950-82.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.93% | 1725.54%-1705.6pp | 1293.73%-1273.8pp | 302.91%-283.0pp |
| Employer contribution / active EE | $2,378 | $3,689-35.5% | $3,262-27.1% | $4,762-50.1% |
| Participant deferral / active EE | $4,553 | $4,347+4.7% | $3,963+14.9% | $5,983-23.9% |
| Admin fee / account holder | $1,931 | $6,505-70.3% | $5,613-65.6% | $11,248-82.8% |