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 | $212,386-41.4% | $199,883-37.7% | $138,895-10.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.45% | 47.75%-38.3pp | 43.81%-34.4pp | 145.39%-135.9pp |
| Employer contribution / active EE | $3,341 | $6,625-49.6% | $6,261-46.6% | $4,194-20.3% |
| Participant deferral / active EE | $12,295 | $9,617+27.8% | $9,138+34.5% | $6,396+92.2% |
| Admin fee / account holder | $50,879 | $18,233+179.0% | $17,268+194.6% | $12,562+305.0% |