Filed April 26, 2023 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,522 | $223,823-44.4% | $211,142-41.0% | $154,746-19.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.45% | 50.39%-40.9pp | 46.84%-37.4pp | 172.34%-162.9pp |
| Employer contribution / active EE | $3,341 | $6,787-50.8% | $6,442-48.1% | $4,379-23.7% |
| Participant deferral / active EE | $12,295 | $9,750+26.1% | $9,284+32.4% | $6,730+82.7% |
| Admin fee / account holder | $50,879 | $19,707+158.2% | $19,076+166.7% | $14,365+254.2% |