Filed January 12, 2022 (most recent of 4 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 | $54,911 | $149,446-63.3% | $256,809-78.6% | $94,015-41.6% |
| Participation rate | 71.7% | 85.3%-13.6pp | 88.5%-16.8pp | 70.8%+0.9pp |
| Annual return | 16.25% | 17.55%-1.3pp | 32.73%-16.5pp | 17.84%-1.6pp |
| Employer contribution / active EE | $4,054 | $4,596-11.8% | $7,263-44.2% | $2,790+45.3% |
| Participant deferral / active EE | $4,972 | $6,491-23.4% | $9,520-47.8% | $4,249+17.0% |
| Admin fee / account holder | $3,069 | $24,035-87.2% | $25,146-87.8% | $8,951-65.7% |