Filed December 10, 2021 (most recent of 2 filings on file)
Total covered: 2 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 | $81,488 | $84,685-3.8% | $73,836+10.4% | $125,389-35.0% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | 0.83% | 3123.80%-3123.0pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $7,704 | $3,123+146.6% | $2,787+176.4% | $4,866+58.3% |
| Participant deferral / active EE | $1,511 | $3,993-62.1% | $3,583-57.8% | $5,352-71.8% |
| Admin fee / account holder | $1,480 | $5,694-74.0% | $4,882-69.7% | $9,541-84.5% |