Filed November 17, 2021
Total covered: 10 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 | $51,783 | $63,346-18.3% | $92,240-43.9% | $70,126-26.2% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 14.64% | 530.19%-515.6pp | 176.29%-161.7pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,788 | $2,854-37.3% | $3,897-54.1% | $3,332-46.3% |
| Admin fee / account holder | $1,768 | $3,841-54.0% | $5,194-66.0% | $4,645-61.9% |