Filed June 29, 2021 (most recent of 2 filings on file)
Total covered: 4 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 | $82,841 | $82,028+1.0% | $123,105-32.7% | $59,633+38.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.49% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $4,521 | $3,297+37.1% | $5,151-12.2% | $2,203+105.2% |
| Participant deferral / active EE | $3,260 | $4,667-30.1% | $6,229-47.7% | $3,192+2.1% |
| Admin fee / account holder | $2,026 | $5,879-65.5% | $9,014-77.5% | $4,297-52.9% |