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 | $206,157 | $54,370+279.2% | $82,763+149.1% | $68,490+201.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.31% | -13.67%-4.6pp | 702.45%-720.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,849 | $2,219-16.7% | $3,008-38.5% | $2,597-28.8% |
| Participant deferral / active EE | $9,282 | $3,247+185.9% | $4,395+111.2% | $4,028+130.5% |
| Admin fee / account holder | $10,273 | $4,398+133.6% | $5,325+92.9% | $5,403+90.1% |