Filed September 29, 2021 (most recent of 13 filings on file)
Total covered: 8 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 | $191,156 | $75,832+152.1% | $147,618+29.5% | $59,633+220.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.10% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $9,529 | $3,485+173.4% | $5,565+71.2% | $2,203+332.6% |
| Participant deferral / active EE | $6,668 | $3,131+113.0% | $4,895+36.2% | $3,192+108.9% |
| Admin fee / account holder | $31,438 | $5,986+425.2% | $11,612+170.7% | $4,297+631.6% |