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 | $59,549 | $54,757+8.7% | $90,304-34.1% | $72,975-18.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.60% | 30.63%-14.0pp | 78.13%-61.5pp | 81.01%-64.4pp |
| Employer contribution / active EE | $4,179 | $2,093+99.6% | $2,855+46.4% | $2,440+71.3% |
| Participant deferral / active EE | $3,794 | $2,887+31.4% | $3,885-2.4% | $3,608+5.2% |
| Admin fee / account holder | $3,020 | $3,973-24.0% | $5,354-43.6% | $5,124-41.1% |