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 | $54,947 | $125,797-56.3% | $170,057-67.7% | $75,177-26.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.35% | 27.20%-10.8pp | 53.42%-37.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $2,899 | $4,616-37.2% | $6,790-57.3% | $2,671+8.5% |
| Participant deferral / active EE | $3,147 | $6,838-54.0% | $10,411-69.8% | $4,126-23.7% |
| Admin fee / account holder | $752 | $8,177-90.8% | $12,826-94.1% | $5,651-86.7% |