Filed April 9, 2023
Total covered: 2 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 | $241,374 | $72,071+234.9% | $68,368+253.1% | $137,256+75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.80% | 353.14%-340.3pp | 292.57%-279.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $5,287 | $2,788+89.6% | $2,649+99.6% | $4,156+27.2% |
| Participant deferral / active EE | $12,710 | $4,410+188.2% | $4,123+208.3% | $6,407+98.4% |
| Admin fee / account holder | $10,491 | $5,336+96.6% | $5,150+103.7% | $12,270-14.5% |