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 | $141,768 | $89,367+58.6% | $141,191+0.4% | $72,975+94.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 25.10% | 111.87%-86.8pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $4,321 | $3,115+38.7% | $4,736-8.8% | $2,440+77.1% |
| Participant deferral / active EE | $11,628 | $5,419+114.6% | $6,710+73.3% | $3,608+222.3% |
| Admin fee / account holder | $6,991 | $5,957+17.4% | $10,264-31.9% | $5,124+36.4% |