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 | $27,893 | $43,344-35.6% | $59,899-53.4% | $64,173-56.5% |
| Participation rate | 93.5% | 69.2%+24.3pp | 74.7%+18.8pp | 69.6%+23.9pp |
| Annual return | -3.60% | -1.55%-2.0pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,219 | $2,547+26.4% | $3,402-5.4% | $3,470-7.2% |
| Admin fee / account holder | $2,040 | $3,008-32.2% | $3,592-43.2% | $4,887-58.3% |