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 | $69,642 | $60,128+15.8% | $90,440-23.0% | $79,852-12.8% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.4pp |
| Annual return | 16.73% | 71.95%-55.2pp | 1294.38%-1277.6pp | 31.72%-15.0pp |
| Employer contribution / active EE | $4,235 | $2,068+104.8% | $3,263+29.8% | $2,471+71.4% |
| Participant deferral / active EE | $4,149 | $2,939+41.2% | $3,964+4.7% | $3,740+10.9% |
| Admin fee / account holder | $1,276 | $3,977-67.9% | $5,615-77.3% | $5,306-75.9% |