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 | $134,395 | $185,856-27.7% | $170,028-21.0% | $139,456-3.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.15% | 60.52%-51.4pp | 53.39%-44.2pp | 373.45%-364.3pp |
| Employer contribution / active EE | $3,422 | $7,593-54.9% | $6,788-49.6% | $4,753-28.0% |
| Participant deferral / active EE | $12,907 | $11,623+11.0% | $10,409+24.0% | $6,711+92.3% |
| Admin fee / account holder | $601 | $15,387-96.1% | $12,820-95.3% | $11,407-94.7% |