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 | $226,749 | $64,716+250.4% | $112,258+102.0% | $68,495+231.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.93% | -11.40%-7.5pp | 27.47%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,393 | $2,746+59.9% | $3,636+20.8% | $2,596+69.2% |
| Participant deferral / active EE | $11,016 | $3,565+209.0% | $4,728+133.0% | $4,028+173.5% |
| Admin fee / account holder | $5,335 | $5,232+2.0% | $6,411-16.8% | $5,403-1.3% |