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 | $102,449 | $125,797-18.6% | $170,043-39.8% | $75,173+36.3% |
| Participation rate | 72.2% | 83.6%-11.4pp | 87.0%-14.9pp | 67.2%+4.9pp |
| Annual return | 13.68% | 27.20%-13.5pp | 53.40%-39.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,753 | $4,616-62.0% | $6,790-74.2% | $2,671-34.4% |
| Participant deferral / active EE | $2,925 | $6,838-57.2% | $10,410-71.9% | $4,126-29.1% |
| Admin fee / account holder | $2,164 | $8,177-73.5% | $12,824-83.1% | $5,651-61.7% |