Filed November 18, 2021 (most recent of 2 filings on file)
Total covered: 12 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 | $179,657 | $137,414+30.7% | $189,545-5.2% | $85,851+109.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.19% | 38.14%-27.0pp | 555.36%-544.2pp | 318.63%-307.4pp |
| Employer contribution / active EE | $2,264 | $4,344-47.9% | $6,162-63.3% | $2,565-11.7% |
| Participant deferral / active EE | $6,437 | $6,260+2.8% | $8,220-21.7% | $3,952+62.9% |
| Admin fee / account holder | $10,291 | $8,630+19.2% | $12,049-14.6% | $6,261+64.4% |