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 | $132,508 | $57,330+131.1% | $86,656+52.9% | $75,177+76.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.13% | 2675.40%-2663.3pp | 593.09%-581.0pp | 160.75%-148.6pp |
| Employer contribution / active EE | $6,203 | $2,316+167.8% | $3,025+105.0% | $2,671+132.2% |
| Participant deferral / active EE | $8,526 | $3,320+156.8% | $4,439+92.1% | $4,126+106.6% |
| Admin fee / account holder | $10,485 | $4,115+154.8% | $5,619+86.6% | $5,651+85.5% |