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 | $159,327 | $121,341+31.3% | $189,537-15.9% | $79,391+100.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 10.06% | 21.08%-11.0pp | 555.34%-545.3pp | 116.88%-106.8pp |
| Employer contribution / active EE | $6,787 | $3,915+73.4% | $6,161+10.2% | $2,428+179.6% |
| Participant deferral / active EE | $5,782 | $6,395-9.6% | $8,220-29.7% | $4,046+42.9% |
| Admin fee / account holder | $9,186 | $651+1310.3% | $12,048-23.8% | $627+1366.2% |