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 | $50,168 | $49,199+2.0% | $121,204-58.6% | $75,173-33.3% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 19.14% | 56.04%-36.9pp | 987.18%-968.0pp | 160.72%-141.6pp |
| Employer contribution / active EE | $2,274 | $1,547+47.0% | $4,170-45.5% | $2,671-14.9% |
| Participant deferral / active EE | $3,189 | $2,630+21.3% | $4,083-21.9% | $4,126-22.7% |
| Admin fee / account holder | $775 | $3,946-80.4% | $5,651-86.3% | $5,651-86.3% |