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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,475 | $76,551+398.3% | $123,894+207.9% | $62,881+506.7% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.3pp |
| Annual return | 17.15% | 18.68%-1.5pp | 47.52%-30.4pp | 20.14%-3.0pp |
| Employer contribution / active EE | $17,216 | $2,882+497.3% | $4,617+272.9% | $2,281+654.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,161 | $4,826+193.4% | $8,357+69.4% | $4,296+229.6% |