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 | $66,365 | $53,063+25.1% | $124,206-46.6% | $82,637-19.7% |
| Participation rate | 93.0% | 58.4%+34.6pp | 69.6%+23.4pp | 68.1%+24.9pp |
| Annual return | 14.55% | 68.87%-54.3pp | 515.27%-500.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,996 | $1,530+30.4% | $3,540-43.6% | $2,552-21.8% |
| Participant deferral / active EE | $2,857 | $2,644+8.1% | $3,968-28.0% | $4,126-30.8% |
| Admin fee / account holder | $4,402 | $4,281+2.8% | $5,929-25.7% | $7,339-40.0% |