Filed September 27, 2021
Total covered: 4 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 | $38,126 | $39,162-2.6% | $100,671-62.1% | $59,633-36.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -0.52% | 21.07%-21.6pp | 20.43%-21.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,552 | $1,151+121.8% | $4,012-36.4% | $2,203+15.9% |
| Participant deferral / active EE | $2,434 | $1,992+22.2% | $3,144-22.6% | $3,192-23.7% |
| Admin fee / account holder | $649 | $2,969-78.1% | $4,850-86.6% | $4,297-84.9% |