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 | $129,955 | $209,888-38.1% | $189,545-31.4% | $167,553-22.4% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 17.68% | 748.66%-731.0pp | 555.36%-537.7pp | 478.89%-461.2pp |
| Employer contribution / active EE | $1,979 | $6,915-71.4% | $6,162-67.9% | $4,840-59.1% |
| Participant deferral / active EE | $3,135 | $8,934-64.9% | $8,220-61.9% | $6,343-50.6% |
| Admin fee / account holder | $1,528 | $14,300-89.3% | $12,049-87.3% | $12,316-87.6% |