Filed April 12, 2023
Total covered: 10 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,052 | $40,263-35.3% | $57,347-54.6% | $59,632-56.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.48% | 27.50%-27.0pp | 24.40%-23.9pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,511 | $2,400+4.6% | $3,162-20.6% | $3,192-21.3% |
| Admin fee / account holder | $1,253 | $2,819-55.5% | $3,356-62.7% | $4,297-70.8% |