Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 employees
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Participant 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 | $71,395 | $94,529-24.5% | $140,019-49.0% | $64,173+11.3% |
| Participation rate | 85.1% | 84.1%+1.0pp | 87.5%-2.4pp | 69.6%+15.5pp |
| Annual return | -4.30% | 7.77%-12.1pp | 651.17%-655.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,507 | $3,812-60.5% | $5,605-73.1% | $2,381-36.7% |
| Participant deferral / active EE | $2,384 | $5,250-54.6% | $6,927-65.6% | $3,470-31.3% |
| Admin fee / account holder | $4,496 | $6,741-33.3% | $10,705-58.0% | $4,887-8.0% |