Filed October 1, 2021
Total covered: 21 employees
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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 | $66,565 | $81,331-18.2% | $155,534-57.2% | $80,935-17.8% |
| Participation rate | 92.3% | 66.3%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 17.21% | 33.37%-16.2pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $6,988 | $3,105+125.1% | $4,675+49.5% | $2,757+153.5% |
| Participant deferral / active EE | $13,405 | $3,454+288.1% | $5,630+138.1% | $4,299+211.8% |
| Admin fee / account holder | $781 | $7,999-90.2% | $15,900-95.1% | $6,924-88.7% |