Filed May 5, 2022 (most recent of 3 filings on file)
Total covered: 57 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,622 | $153,769-78.1% | $133,975-74.9% | $273,972-87.7% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.1%-9.8pp | 83.0%-5.7pp |
| Annual return | 26.21% | 36.51%-10.3pp | 29.29%-3.1pp | 41.46%-15.2pp |
| Employer contribution / active EE | $738 | $6,029-87.8% | $5,211-85.8% | $4,869-84.8% |
| Participant deferral / active EE | $3,409 | $6,958-51.0% | $6,282-45.7% | $5,287-35.5% |
| Admin fee / account holder | $1,064 | $11,765-91.0% | $9,324-88.6% | $10,133-89.5% |