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 | $106,864+111.8% | $147,318+53.7% | $82,637+173.9% |
| Participation rate | 78.1% | 75.5%+2.6pp | 82.1%-3.9pp | 68.1%+10.1pp |
| Annual return | 14.53% | 27.49%-13.0pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $4,822 | $3,417+41.1% | $4,593+5.0% | $2,552+89.0% |
| Participant deferral / active EE | $15,292 | $6,496+135.4% | $7,906+93.4% | $4,126+270.6% |
| Admin fee / account holder | $3,754 | $8,415-55.4% | $13,708-72.6% | $7,339-48.8% |