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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,636 | $72,404+33.5% | $110,243-12.3% | $64,173+50.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 59.60% | -6.29%+65.9pp | 314.76%-255.2pp | 7.63%+52.0pp |
| Employer contribution / active EE | $5,309 | $2,282+132.7% | $3,827+38.7% | $2,381+123.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,362 | $5,664-40.6% | $8,548-60.7% | $4,887-31.2% |