Filed March 29, 2022 (most recent of 5 filings on file)
Total covered: 5 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 | $73,842 | $109,359-32.5% | $162,177-54.5% | $72,975+1.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.03% | 25.46%-1.4pp | 115.60%-91.6pp | 81.01%-57.0pp |
| Employer contribution / active EE | $4,663 | $3,907+19.3% | $5,613-16.9% | $2,440+91.1% |
| Participant deferral / active EE | $4,134 | $5,481-24.6% | $7,297-43.3% | $3,608+14.6% |
| Admin fee / account holder | $8,141 | $7,972+2.1% | $10,843-24.9% | $5,124+58.9% |