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 | $39,723 | $46,697-14.9% | $117,529-66.2% | $68,490-42.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -18.79% | -14.52%-4.3pp | 29.77%-48.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,213 | $1,506+47.0% | $4,179-47.0% | $2,597-14.8% |
| Participant deferral / active EE | $2,528 | $2,637-4.1% | $4,072-37.9% | $4,028-37.2% |
| Admin fee / account holder | $1,125 | $4,023-72.0% | $5,645-80.1% | $5,403-79.2% |