Filed November 8, 2022 (most recent of 2 filings on file)
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,808 | $86,949-78.4% | $102,460-81.6% | $80,959-76.8% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.7%+4.3pp |
| Annual return | 13.18% | 18.89%-5.7pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,008 | $2,370-57.5% | $3,025-66.7% | $2,757-63.4% |
| Participant deferral / active EE | $2,654 | $4,121-35.6% | $5,056-47.5% | $4,300-38.3% |
| Admin fee / account holder | $1,360 | $8,048-83.1% | $9,460-85.6% | $6,925-80.4% |