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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,536 | $102,393+82.2% | $147,041+26.9% | $80,911+130.5% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 4.93% | 134.95%-130.0pp | 419.21%-414.3pp | 35.63%-30.7pp |
| Employer contribution / active EE | $4,536 | $3,715+22.1% | $4,935-8.1% | $2,756+64.6% |
| Participant deferral / active EE | $12,418 | $6,647+86.8% | $8,071+53.9% | $4,297+189.0% |
| Admin fee / account holder | $13,048 | $7,943+64.3% | $13,006+0.3% | $6,935+88.2% |