Filed February 27, 2023 (most recent of 4 filings on file)
Total covered: 8 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 | $104,079 | $123,793-15.9% | $177,848-41.5% | $79,856+30.3% |
| Participation rate | 98.9% | 84.7%+14.3pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | 9.56% | 22.82%-13.3pp | 48.33%-38.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,470 | $4,095-39.7% | $5,919-58.3% | $2,4710% |
| Participant deferral / active EE | $6,849 | $5,956+15.0% | $7,714-11.2% | $3,741+83.1% |
| Admin fee / account holder | $10,844 | $7,243+49.7% | $12,431-12.8% | $5,306+104.3% |