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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,083 | $110,083-50.0% | $151,639-63.7% | $68,486-19.6% |
| Participation rate | 98.7% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -18.88% | -10.12%-8.8pp | 3.34%-22.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $5,163 | $4,470+15.5% | $6,165-16.3% | $2,597+98.8% |
| Participant deferral / active EE | $4,672 | $6,526-28.4% | $8,363-44.1% | $4,028+16.0% |
| Admin fee / account holder | $3,994 | $7,718-48.2% | $11,613-65.6% | $5,404-26.1% |