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 | $220,560 | $49,177+348.5% | $79,467+177.5% | $64,173+243.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -0.88% | -1.16%+0.3pp | 718.30%-719.2pp | 7.63%-8.5pp |
| Employer contribution / active EE | $10,153 | $2,076+389.0% | $2,800+262.6% | $2,381+326.4% |
| Participant deferral / active EE | $6,914 | $2,821+145.1% | $3,704+86.7% | $3,470+99.3% |
| Admin fee / account holder | $677 | $3,839-82.4% | $5,104-86.7% | $4,887-86.1% |