Filed August 20, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,357 | $68,097+10.7% | $62,929+19.7% | $137,256-45.1% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.0%+10.9pp |
| Annual return | 9.42% | 1859.11%-1849.7pp | 1063.93%-1054.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $9,213 | $2,811+227.8% | $2,505+267.9% | $4,156+121.7% |
| Participant deferral / active EE | $9,263 | $4,553+103.5% | $3,888+138.2% | $6,407+44.6% |
| Admin fee / account holder | $61,528 | $6,521+843.5% | $5,065+1114.9% | $12,270+401.4% |