Filed April 15, 2022 (most recent of 3 filings on file)
Total covered: 17 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 | $45,637 | $110,083-58.5% | $151,645-69.9% | $68,490-33.4% |
| Participation rate | 97.3% | 84.0%+13.4pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -14.43% | -10.12%-4.3pp | 3.34%-17.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,159 | $4,470-29.3% | $6,165-48.8% | $2,597+21.7% |
| Participant deferral / active EE | $2,063 | $6,526-68.4% | $8,363-75.3% | $4,028-48.8% |
| Admin fee / account holder | $3,160 | $7,718-59.1% | $11,614-72.8% | $5,403-41.5% |