Filed April 12, 2023
Total covered: 10 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 | $13,621 | $40,275-66.2% | $57,356-76.3% | $59,633-77.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.53% | 27.52%-27.0pp | 24.41%-23.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,896 | $1,921-1.3% | $2,689-29.5% | $2,203-13.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $707 | $2,820-74.9% | $3,357-78.9% | $4,297-83.5% |