Filed March 28, 2023
Total covered: 32 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,041 | $209,422-91.9% | $178,503-90.5% | $158,982-89.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.20% | 188.81%-184.6pp | 151.12%-146.9pp | 302.99%-298.8pp |
| Employer contribution / active EE | $2,728 | $5,707-52.2% | $5,011-45.6% | $4,763-42.7% |
| Participant deferral / active EE | $4,201 | $5,955-29.5% | $5,202-19.2% | $5,983-29.8% |
| Admin fee / account holder | $844 | $17,079-95.1% | $13,987-94.0% | $11,252-92.5% |