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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,480 | $39,162-17.1% | $100,671-67.7% | $59,633-45.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -3.30% | 21.07%-24.4pp | 20.43%-23.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,356 | $1,151+17.8% | $4,012-66.2% | $2,203-38.4% |
| Participant deferral / active EE | $2,076 | $1,992+4.2% | $3,144-34.0% | $3,192-35.0% |
| Admin fee / account holder | $2,087 | $2,969-29.7% | $4,850-57.0% | $4,297-51.4% |