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 | $209,336-40.5% | $197,124-36.8% | $137,256-9.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.45% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,341 | $6,591-49.3% | $6,227-46.4% | $4,156-19.6% |
| Participant deferral / active EE | $12,295 | $9,614+27.9% | $9,135+34.6% | $6,407+91.9% |
| Admin fee / account holder | $50,879 | $17,308+194.0% | $16,298+212.2% | $12,270+314.7% |