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 | $106,749+112.1% | $145,433+55.7% | $82,448+174.6% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 14.53% | 27.59%-13.1pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $4,822 | $3,444+40.0% | $4,554+5.9% | $2,551+89.0% |
| Participant deferral / active EE | $15,292 | $6,519+134.6% | $7,897+93.6% | $4,139+269.4% |
| Admin fee / account holder | $3,754 | $8,390-55.3% | $13,129-71.4% | $7,234-48.1% |