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 | $88,643 | $67,372+31.6% | $60,906+45.5% | $134,532-34.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -14.70% | 50.05%-64.7pp | 16.94%-31.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $10,458 | $3,099+237.4% | $2,703+286.9% | $4,741+120.6% |
| Participant deferral / active EE | $10,238 | $4,532+125.9% | $3,814+168.5% | $6,401+60.0% |
| Admin fee / account holder | $5,540 | $4,588+20.7% | $3,227+71.7% | $11,429-51.5% |