Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 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 | $59,940 | $51,638+16.1% | $129,406-53.7% | $80,959-26.0% |
| Participation rate | 98.0% | 56.9%+41.1pp | 69.6%+28.4pp | 67.7%+30.4pp |
| Annual return | 16.83% | 20.78%-4.0pp | 9468.18%-9451.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,053 | $1,584+29.6% | $4,155-50.6% | $2,757-25.5% |
| Participant deferral / active EE | $2,758 | $2,670+3.3% | $4,167-33.8% | $4,300-35.9% |
| Admin fee / account holder | $660 | $4,313-84.7% | $7,689-91.4% | $6,925-90.5% |