Filed December 9, 2021 (most recent of 3 filings on file)
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,721 | $101,795-7.9% | $165,100-43.2% | $80,959+15.8% |
| Participation rate | 98.1% | 71.8%+26.3pp | 78.6%+19.5pp | 67.7%+30.5pp |
| Annual return | -19.39% | 16.73%-36.1pp | 70.21%-89.6pp | 35.67%-55.1pp |
| Employer contribution / active EE | $12,516 | $2,954+323.7% | $4,348+187.8% | $2,757+353.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,470 | $8,221+3.0% | $12,696-33.3% | $6,925+22.3% |