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 | $44,760 | $58,726-23.8% | $142,898-68.7% | $85,847-47.9% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 17.77% | 27.73%-10.0pp | 5639.64%-5621.9pp | 318.61%-300.8pp |
| Employer contribution / active EE | $1,741 | $1,424+22.3% | $4,146-58.0% | $2,565-32.2% |
| Participant deferral / active EE | $2,921 | $2,609+12.0% | $3,838-23.9% | $3,952-26.1% |
| Admin fee / account holder | $1,898 | $4,234-55.2% | $6,560-71.1% | $6,261-69.7% |