Filed December 21, 2021 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,864 | $87,173+77.7% | $59,899+158.5% | $75,289+105.7% |
| Participation rate | 97.8% | 74.5%+23.4pp | 74.7%+23.1pp | 72.4%+25.4pp |
| Annual return | -2.18% | -2.14%0pp | 3.46%-5.6pp | -0.04%-2.1pp |
| Employer contribution / active EE | $4,637 | $3,473+33.5% | $2,723+70.3% | $2,405+92.8% |
| Participant deferral / active EE | $5,083 | $3,379+50.4% | $3,403+49.4% | $3,739+36.0% |
| Admin fee / account holder | $581 | $75+677.5% | $3,592-83.8% | $102+468.2% |