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 | $80,215 | $81,664-1.8% | $70,476+13.8% | $158,966-49.5% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 5.50% | 208.59%-203.1pp | 109.12%-103.6pp | 302.95%-297.4pp |
| Employer contribution / active EE | $9,386 | $3,219+191.6% | $2,738+242.8% | $4,762+97.1% |
| Participant deferral / active EE | $9,416 | $4,556+106.7% | $3,710+153.8% | $5,983+57.4% |
| Admin fee / account holder | $3,324 | $6,197-46.4% | $3,847-13.6% | $11,250-70.5% |