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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,583 | $217,427-87.3% | $185,837-85.2% | $167,518-83.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 34.59% | 148.39%-113.8pp | 122.08%-87.5pp | 478.71%-444.1pp |
| Employer contribution / active EE | $3,214 | $5,874-45.3% | $5,168-37.8% | $4,838-33.6% |
| Participant deferral / active EE | $4,301 | $6,357-32.3% | $5,568-22.8% | $6,342-32.2% |
| Admin fee / account holder | $481 | $19,816-97.6% | $16,241-97.0% | $12,312-96.1% |