Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 3 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,043 | $171,867-86.6% | $149,721-84.6% | $147,586-84.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 16.67% | 2113.36%-2096.7pp | 1501.67%-1485.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,176 | $6,275-81.3% | $5,444-78.4% | $4,876-75.9% |
| Participant deferral / active EE | $2,652 | $7,270-63.5% | $6,568-59.6% | $5,439-51.2% |
| Admin fee / account holder | $2,577 | $13,799-81.3% | $11,282-77.2% | $10,886-76.3% |