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 | $67,352+31.6% | $60,899+45.6% | $134,509-34.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -14.70% | 49.99%-64.7pp | 16.92%-31.6pp | 418.13%-432.8pp |
| Employer contribution / active EE | $10,458 | $3,098+237.6% | $2,702+287.0% | $4,741+120.6% |
| Participant deferral / active EE | $10,238 | $4,539+125.6% | $3,817+168.2% | $6,400+60.0% |
| Admin fee / account holder | $5,540 | $4,585+20.8% | $3,225+71.8% | $11,427-51.5% |