Filed March 2, 2022 (most recent of 4 filings on file)
Total covered: 14 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 | $149,867 | $91,559+63.7% | $133,978+11.9% | $79,856+87.7% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.0pp | 69.6%+26.2pp |
| Annual return | 9.97% | 61.85%-51.9pp | 45.10%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,500 | $2,384+4.9% | $3,919-36.2% | $2,471+1.1% |
| Participant deferral / active EE | $7,602 | $3,734+103.6% | $5,047+50.6% | $3,741+103.2% |
| Admin fee / account holder | $20,350 | $6,321+221.9% | $8,930+127.9% | $5,306+283.5% |