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 | $119,268 | $82,678+44.3% | $125,391-4.9% | $68,490+74.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,848 | $3,382-15.8% | $4,816-40.9% | $2,597+9.7% |
| Participant deferral / active EE | $8,194 | $6,111+34.1% | $7,448+10.0% | $4,028+103.4% |
| Admin fee / account holder | $16,089 | $6,277+156.3% | $10,009+60.8% | $5,403+197.8% |