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 | $144,973 | $56,894+154.8% | $84,753+71.1% | $62,881+130.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.23% | 6.30%+6.9pp | 22.78%-9.6pp | 20.14%-6.9pp |
| Employer contribution / active EE | $4,964 | $2,400+106.9% | $3,574+38.9% | $2,281+117.6% |
| Participant deferral / active EE | $8,491 | $2,709+213.4% | $3,712+128.8% | $3,203+165.1% |
| Admin fee / account holder | $2,308 | $3,581-35.6% | $5,333-56.7% | $4,296-46.3% |