Filed January 27, 2023 (most recent of 2 filings on file)
Total covered: 4 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 | $113,249 | $72,177+56.9% | $115,038-1.6% | $59,633+89.9% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -1.10% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $3,918 | $2,841+37.9% | $4,608-15.0% | $2,203+77.9% |
| Participant deferral / active EE | $8,226 | $4,783+72.0% | $6,026+36.5% | $3,192+157.7% |
| Admin fee / account holder | $2,312 | $4,927-53.1% | $8,175-71.7% | $4,297-46.2% |