Filed August 23, 2023 (most recent of 5 filings on file)
Total covered: 2 employees
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Participant 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 | $88,801 | $184,000-51.7% | $162,185-45.2% | $152,909-41.9% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 20.04% | 150.80%-130.8pp | 115.61%-95.6pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,742 | $6,370-72.7% | $5,613-69.0% | $4,764-63.4% |
| Participant deferral / active EE | $2,871 | $8,033-64.3% | $7,297-60.7% | $5,851-50.9% |
| Admin fee / account holder | $43,505 | $13,124+231.5% | $10,844+301.2% | $11,601+275.0% |