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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,316 | $209,847-80.8% | $189,520-78.7% | $167,518-75.9% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 9.23% | 748.45%-739.2pp | 555.25%-546.0pp | 478.71%-469.5pp |
| Employer contribution / active EE | $682 | $6,913-90.1% | $6,161-88.9% | $4,838-85.9% |
| Participant deferral / active EE | $3,703 | $8,934-58.6% | $8,220-55.0% | $6,342-41.6% |
| Admin fee / account holder | $19,340 | $14,295+35.3% | $12,046+60.5% | $12,312+57.1% |