Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 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 | $226,368 | $107,421+110.7% | $182,262+24.2% | $94,015+140.8% |
| Participation rate | 78.1% | 77.8%+0.3pp | 84.2%-6.1pp | 70.8%+7.3pp |
| Annual return | 14.53% | 21.32%-6.8pp | 140.60%-126.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $4,822 | $3,448+39.9% | $5,046-4.4% | $2,790+72.8% |
| Participant deferral / active EE | $15,292 | $6,558+133.2% | $8,276+84.8% | $4,249+259.9% |
| Admin fee / account holder | $3,754 | $8,692-56.8% | $16,712-77.5% | $8,951-58.1% |