Filed July 13, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,517 | $49,976+423.3% | $66,674+292.2% | $82,637+216.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 11.13% | 39.09%-28.0pp | 321.24%-310.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $13,634 | $1,988+585.7% | $2,620+420.4% | $2,552+434.2% |
| Participant deferral / active EE | $9,377 | $2,847+229.4% | $4,084+129.6% | $4,126+127.3% |
| Admin fee / account holder | $45,593 | $4,594+892.6% | $5,098+794.3% | $7,339+521.3% |