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 | $66,071 | $54,355+21.6% | $82,744-20.2% | $68,486-3.5% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | -15.57% | -13.67%-1.9pp | 702.22%-717.8pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,686 | $2,219+111.2% | $3,008+55.8% | $2,597+80.5% |
| Participant deferral / active EE | $3,883 | $3,246+19.6% | $4,395-11.6% | $4,028-3.6% |
| Admin fee / account holder | $3,059 | $4,397-30.4% | $5,325-42.6% | $5,404-43.4% |