Filed July 22, 2021 (most recent of 4 filings on file)
Total covered: 10 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 | $64,908 | $138,393-53.1% | $184,256-64.8% | $80,959-19.8% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.7%+28.3pp |
| Annual return | 14.99% | 20.01%-5.0pp | 28.85%-13.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,052 | $4,847-37.0% | $6,427-52.5% | $2,757+10.7% |
| Participant deferral / active EE | $3,533 | $7,076-50.1% | $9,133-61.3% | $4,300-17.8% |
| Admin fee / account holder | $5,706 | $10,489-45.6% | $13,899-58.9% | $6,925-17.6% |