Filed September 20, 2022 (most recent of 3 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 | $121,369 | $52,678+130.4% | $75,784+60.1% | $59,633+103.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.41% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,404 | $2,193+55.2% | $3,323+2.4% | $2,203+54.5% |
| Participant deferral / active EE | $10,292 | $2,591+297.3% | $3,652+181.9% | $3,192+222.5% |
| Admin fee / account holder | $1,671 | $3,610-53.7% | $5,300-68.5% | $4,297-61.1% |