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 | $232,476 | $65,582+254.5% | $64,097+262.7% | $71,529+225.0% |
| Participation rate | 84.3% | 73.2%+11.2pp | 72.3%+12.0pp | 67.9%+16.4pp |
| Annual return | 5.53% | 18.96%-13.4pp | 33.75%-28.2pp | 28.97%-23.4pp |
| Employer contribution / active EE | $4,017 | $2,671+50.4% | $2,750+46.1% | $2,590+55.1% |
| Participant deferral / active EE | $2,950 | $3,628-18.7% | $3,881-24.0% | $4,291-31.2% |
| Admin fee / account holder | $630 | $616+2.2% | $3,070-79.5% | $1,588-60.3% |