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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,155 | $57,976+122.8% | $63,018+104.9% | $62,293+107.3% |
| Participation rate | 94.0% | 75.9%+18.1pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 9.53% | 17.54%-8.0pp | 87.62%-78.1pp | 28.90%-19.4pp |
| Employer contribution / active EE | $3,567 | $2,415+47.7% | $2,761+29.2% | $2,042+74.6% |
| Participant deferral / active EE | $2,622 | $2,956-11.3% | $3,330-21.3% | $3,169-17.3% |
| Admin fee / account holder | $1,335 | $276+384.1% | $3,601-62.9% | $479+178.5% |