Filed July 13, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $154,621 | $45,152+242.4% | $73,836+109.4% | $59,633+159.3% |
| Participation rate | 97.6% | 64.0%+33.6pp | 73.4%+24.2pp | 68.7%+28.9pp |
| Annual return | -0.21% | 27.40%-27.6pp | 2268.06%-2268.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $9,632 | $1,901+406.6% | $2,787+245.6% | $2,203+337.3% |
| Participant deferral / active EE | $6,210 | $2,573+141.4% | $3,583+73.3% | $3,192+94.6% |
| Admin fee / account holder | $1,818 | $3,515-48.3% | $4,882-62.8% | $4,297-57.7% |