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 | $122,361 | $91,537+33.7% | $130,045-5.9% | $75,173+62.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.18% | -631.55%+645.7pp | -137.30%+151.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $12,218 | $2,845+329.5% | $4,321+182.7% | $2,671+357.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,069 | $6,780+4.3% | $10,600-33.3% | $5,651+25.1% |