Filed January 11, 2023 (most recent of 4 filings on file)
Total covered: 2 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 | $111,105 | $52,467+111.8% | $57,196+94.3% | $55,167+101.4% |
| Participation rate | 91.8% | 75.8%+16.0pp | 75.3%+16.5pp | 69.0%+22.8pp |
| Annual return | 3.87% | 7.72%-3.8pp | 14.59%-10.7pp | 169.23%-165.4pp |
| Employer contribution / active EE | $3,289 | $2,477+32.8% | $2,683+22.6% | $1,963+67.6% |
| Participant deferral / active EE | $2,422 | $2,830-14.4% | $3,096-21.8% | $3,054-20.7% |
| Admin fee / account holder | $3,116 | $269+1058.2% | $3,141-0.8% | $504+518.5% |