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 | $61,125+327.8% | $94,057+178.0% | $87,485+198.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 11.13% | 35.20%-24.1pp | 480.62%-469.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $13,634 | $2,136+538.1% | $2,933+364.8% | $2,596+425.1% |
| Participant deferral / active EE | $9,377 | $3,260+187.6% | $4,709+99.1% | $4,274+119.4% |
| Admin fee / account holder | $45,593 | $5,629+710.0% | $7,244+529.3% | $7,775+486.4% |