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 | $106,524+112.5% | $152,301+48.6% | $87,485+158.8% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.4%-4.3pp | 68.9%+9.2pp |
| Annual return | 14.53% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $4,822 | $3,371+43.0% | $4,624+4.3% | $2,596+85.7% |
| Participant deferral / active EE | $15,292 | $6,525+134.4% | $8,004+91.1% | $4,274+257.8% |
| Admin fee / account holder | $3,754 | $8,287-54.7% | $14,398-73.9% | $7,775-51.7% |