Filed December 14, 2021 (most recent of 3 filings on file)
Total covered: 12 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 | $129,615 | $52,678+146.1% | $75,784+71.0% | $59,633+117.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.13% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $5,259 | $2,193+139.7% | $3,323+58.2% | $2,203+138.7% |
| Participant deferral / active EE | $8,210 | $2,591+216.9% | $3,652+124.8% | $3,192+157.2% |
| Admin fee / account holder | $3,857 | $3,610+6.8% | $5,300-27.2% | $4,297-10.2% |