Filed July 22, 2021 (most recent of 4 filings on file)
Total covered: 10 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,907 | $209,874-71.9% | $189,537-68.9% | $167,536-64.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 748.61%-734.0pp | 555.34%-540.8pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,523 | $6,913-63.5% | $6,161-59.1% | $4,839-47.9% |
| Participant deferral / active EE | $3,162 | $8,934-64.6% | $8,220-61.5% | $6,342-50.1% |
| Admin fee / account holder | $469 | $14,299-96.7% | $12,048-96.1% | $12,315-96.2% |