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 | $49,644 | $65,712-24.5% | $57,196-13.2% | $273,972-81.9% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 0.65% | 22.01%-21.4pp | 14.59%-13.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $6,942 | $3,280+111.6% | $2,683+158.7% | $4,869+42.6% |
| Participant deferral / active EE | $5,289 | $3,782+39.8% | $3,096+70.8% | $5,2870% |
| Admin fee / account holder | $3,759 | $4,838-22.3% | $3,141+19.7% | $10,133-62.9% |