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 | $27,045 | $39,132-30.9% | $57,196-52.7% | $62,881-57.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 10.31% | 9.24%+1.1pp | 14.59%-4.3pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,769 | $2,374-25.5% | $3,096-42.9% | $3,203-44.8% |
| Admin fee / account holder | $733 | $2,594-71.7% | $3,141-76.7% | $4,296-82.9% |