Filed January 12, 2022
Total covered: 4 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 | $86,074 | $138,102-37.7% | $125,381-31.4% | $134,532-36.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -12.34% | 750.73%-763.1pp | 572.31%-584.6pp | 418.27%-430.6pp |
| Employer contribution / active EE | $1,704 | $5,245-67.5% | $4,815-64.6% | $4,741-64.1% |
| Participant deferral / active EE | $6,052 | $7,801-22.4% | $7,448-18.7% | $6,401-5.4% |
| Admin fee / account holder | $40,433 | $11,568+249.5% | $10,007+304.0% | $11,429+253.8% |