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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,357 | $96,123-21.6% | $77,361-2.6% | $198,609-62.1% |
| Participation rate | 90.9% | 81.1%+9.8pp | 75.0%+15.9pp | 82.4%+8.5pp |
| Annual return | 9.42% | 2054.81%-2045.4pp | 1011.54%-1002.1pp | 202.70%-193.3pp |
| Employer contribution / active EE | $9,213 | $3,791+143.1% | $2,990+208.1% | $5,055+82.3% |
| Participant deferral / active EE | $9,263 | $4,975+86.2% | $3,911+136.9% | $6,977+32.8% |
| Admin fee / account holder | $61,528 | $9,471+549.7% | $5,894+944.0% | $19,030+223.3% |