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 | $145,431-62.2% | $211,142-74.0% | $87,485-37.2% |
| Participation rate | 71.7% | 84.7%-13.0pp | 87.3%-15.6pp | 68.9%+2.8pp |
| Annual return | 16.25% | 27.21%-11.0pp | 46.84%-30.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $4,054 | $4,662-13.0% | $6,442-37.1% | $2,596+56.2% |
| Participant deferral / active EE | $4,972 | $6,859-27.5% | $9,284-46.5% | $4,274+16.3% |
| Admin fee / account holder | $3,069 | $17,052-82.0% | $19,076-83.9% | $7,775-60.5% |