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 | $244,594 | $57,330+326.6% | $86,656+182.3% | $75,177+225.4% |
| Participation rate | 93.3% | 63.2%+30.1pp | 71.7%+21.6pp | 67.2%+26.1pp |
| Annual return | 15.92% | 2675.40%-2659.5pp | 593.09%-577.2pp | 160.75%-144.8pp |
| Employer contribution / active EE | $8,129 | $2,316+250.9% | $3,025+168.7% | $2,671+204.3% |
| Participant deferral / active EE | $9,294 | $3,320+179.9% | $4,439+109.4% | $4,126+125.2% |
| Admin fee / account holder | $1,478 | $4,115-64.1% | $5,619-73.7% | $5,651-73.9% |