Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,753 | $109,359-17.9% | $162,185-44.7% | $72,976+23.0% |
| Participation rate | 78.6% | 84.3%-5.7pp | 87.6%-9.0pp | 69.5%+9.1pp |
| Annual return | 16.25% | 25.46%-9.2pp | 115.61%-99.4pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,801 | $3,907-53.9% | $5,613-67.9% | $2,440-26.2% |
| Participant deferral / active EE | $2,848 | $5,481-48.0% | $7,297-61.0% | $3,608-21.1% |
| Admin fee / account holder | $1,685 | $7,972-78.9% | $10,844-84.5% | $5,124-67.1% |