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 | $146,267-62.5% | $197,124-72.1% | $82,448-33.4% |
| Participation rate | 71.7% | 84.0%-12.3pp | 86.7%-15.0pp | 68.1%+3.7pp |
| Annual return | 16.25% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,054 | $4,723-14.2% | $6,227-34.9% | $2,551+58.9% |
| Participant deferral / active EE | $4,972 | $7,035-29.3% | $9,135-45.6% | $4,139+20.1% |
| Admin fee / account holder | $3,069 | $14,422-78.7% | $16,298-81.2% | $7,234-57.6% |