Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 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 | $126,799 | $72,177+75.7% | $115,037+10.2% | $59,633+112.6% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -0.41% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $697 | $2,841-75.5% | $4,608-84.9% | $2,203-68.4% |
| Participant deferral / active EE | $4,279 | $4,783-10.5% | $6,026-29.0% | $3,192+34.1% |
| Admin fee / account holder | $4,465 | $4,927-9.4% | $8,175-45.4% | $4,297+3.9% |