Filed November 29, 2022
Total covered: 10 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 | $99,107 | $60,139+64.8% | $90,461+9.6% | $79,856+24.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.89% | 71.96%-68.1pp | 1294.76%-1290.9pp | 31.71%-27.8pp |
| Employer contribution / active EE | $6,656 | $2,069+221.7% | $3,264+103.9% | $2,471+169.3% |
| Participant deferral / active EE | $7,711 | $2,939+162.4% | $3,964+94.5% | $3,741+106.1% |
| Admin fee / account holder | $2,139 | $3,978-46.2% | $5,617-61.9% | $5,306-59.7% |