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 | $85,097 | $91,559-7.1% | $133,978-36.5% | $79,856+6.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.85% | 61.85%-67.7pp | 45.10%-50.9pp | 31.71%-37.6pp |
| Employer contribution / active EE | $8,162 | $2,384+242.4% | $3,919+108.3% | $2,471+230.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,009 | $6,321-20.8% | $8,930-43.9% | $5,306-5.6% |