Filed August 2, 2021 (most recent of 2 filings on file)
Total covered: 5 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 | $205,917 | $100,060+105.8% | $149,721+37.5% | $70,126+193.6% |
| Participation rate | 79.2% | 83.6%-4.4pp | 87.1%-7.9pp | 69.5%+9.6pp |
| Annual return | 12.79% | 27.46%-14.7pp | 1501.67%-1488.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $5,832 | $3,661+59.3% | $5,444+7.1% | $2,343+148.9% |
| Participant deferral / active EE | $4,799 | $4,982-3.7% | $6,568-26.9% | $3,332+44.0% |
| Admin fee / account holder | $15,652 | $8,285+88.9% | $11,282+38.7% | $4,645+236.9% |