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 | $136,512 | $57,305+138.2% | $86,640+57.6% | $75,173+81.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.54% | 2674.24%-2659.7pp | 592.52%-578.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $3,995 | $2,316+72.5% | $3,024+32.1% | $2,671+49.6% |
| Participant deferral / active EE | $3,468 | $3,320+4.5% | $4,438-21.9% | $4,126-16.0% |
| Admin fee / account holder | $1,359 | $4,116-67.0% | $5,616-75.8% | $5,651-76.0% |