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 | $28,804 | $45,050-36.1% | $63,018-54.3% | $70,126-58.9% |
| Participation rate | 98.6% | 69.5%+29.1pp | 74.8%+23.8pp | 69.5%+29.0pp |
| Annual return | 16.88% | 18.76%-1.9pp | 87.62%-70.7pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,017 | $2,466-18.2% | $3,330-39.4% | $3,332-39.5% |
| Admin fee / account holder | $984 | $2,834-65.3% | $3,601-72.7% | $4,645-78.8% |