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 | $53,128+306.5% | $86,582+149.4% | $70,126+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 | 965.08%-934.9pp | 73.15%-43.0pp |
| Employer contribution / active EE | $9,488 | $2,068+358.8% | $2,839+234.2% | $2,343+305.0% |
| Participant deferral / active EE | $6,303 | $2,695+133.9% | $3,609+74.7% | $3,332+89.2% |
| Admin fee / account holder | $1,012 | $3,584-71.8% | $4,904-79.4% | $4,645-78.2% |