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 | $151,296 | $201,370-24.9% | $184,256-17.9% | $145,897+3.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.74% | 29.05%-22.3pp | 28.85%-22.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,363 | $7,024-66.4% | $6,427-63.2% | $4,663-49.3% |
| Participant deferral / active EE | $8,615 | $9,808-12.2% | $9,133-5.7% | $6,689+28.8% |
| Admin fee / account holder | $740 | $16,364-95.5% | $13,899-94.7% | $13,390-94.5% |