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 | $102,718 | $137,414-25.2% | $189,537-45.8% | $85,847+19.7% |
| Participation rate | 74.3% | 84.6%-10.3pp | 87.8%-13.5pp | 69.3%+5.0pp |
| Annual return | 11.78% | 38.14%-26.4pp | 555.34%-543.6pp | 318.61%-306.8pp |
| Employer contribution / active EE | $1,780 | $4,344-59.0% | $6,161-71.1% | $2,565-30.6% |
| Participant deferral / active EE | $2,794 | $6,260-55.4% | $8,220-66.0% | $3,952-29.3% |
| Admin fee / account holder | $5,652 | $8,630-34.5% | $12,048-53.1% | $6,261-9.7% |