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 | $42,320 | $138,385-69.4% | $184,243-77.0% | $80,925-47.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 11.55% | 20.02%-8.5pp | 28.82%-17.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,887 | $4,851-19.9% | $6,427-39.5% | $2,756+41.0% |
| Participant deferral / active EE | $4,696 | $7,075-33.6% | $9,132-48.6% | $4,299+9.2% |
| Admin fee / account holder | $722 | $10,489-93.1% | $13,914-94.8% | $6,940-89.6% |