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 | $215,941 | $53,127+306.5% | $86,587+149.4% | $70,131+207.9% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 30.17% | 27.66%+2.5pp | 964.86%-934.7pp | 73.14%-43.0pp |
| Employer contribution / active EE | $9,488 | $2,068+358.8% | $2,839+234.2% | $2,342+305.1% |
| Participant deferral / active EE | $6,303 | $2,696+133.8% | $3,609+74.7% | $3,332+89.2% |
| Admin fee / account holder | $1,012 | $3,585-71.8% | $4,906-79.4% | $4,645-78.2% |