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 | $44,041 | $41,377+6.4% | $109,313-59.7% | $62,881-30.0% |
| Participation rate | 96.2% | 57.5%+38.6pp | 71.3%+24.9pp | 69.3%+26.8pp |
| Annual return | 6.83% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,572 | $1,276+179.9% | $3,892-8.2% | $2,281+56.6% |
| Participant deferral / active EE | $3,239 | $2,045+58.4% | $3,166+2.3% | $3,203+1.1% |
| Admin fee / account holder | $1,238 | $2,884-57.1% | $5,666-78.2% | $4,296-71.2% |