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 | $36,338 | $94,529-61.6% | $140,019-74.0% | $64,173-43.4% |
| Participation rate | 75.8% | 84.1%-8.3pp | 87.5%-11.7pp | 69.6%+6.2pp |
| Annual return | 6.05% | 7.77%-1.7pp | 651.17%-645.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $763 | $3,812-80.0% | $5,605-86.4% | $2,381-68.0% |
| Participant deferral / active EE | $2,893 | $5,250-44.9% | $6,927-58.2% | $3,470-16.6% |
| Admin fee / account holder | $617 | $6,741-90.8% | $10,705-94.2% | $4,887-87.4% |