Filed October 28, 2021
Total covered: 47 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 | $144,686 | $98,776+46.5% | $149,745-3.4% | $79,856+81.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 21.43% | 27.38%-5.9pp | 276.72%-255.3pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,983 | $3,217-7.3% | $4,646-35.8% | $2,471+20.7% |
| Participant deferral / active EE | $7,514 | $5,681+32.3% | $6,843+9.8% | $3,741+100.9% |
| Admin fee / account holder | $1,160 | $6,053-80.8% | $9,312-87.5% | $5,306-78.1% |