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 | $70,366+243.0% | $66,674+262.0% | $138,895+73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.80% | 386.41%-373.6pp | 321.24%-308.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $5,287 | $2,765+91.2% | $2,620+101.8% | $4,194+26.0% |
| Participant deferral / active EE | $12,710 | $4,374+190.6% | $4,084+211.2% | $6,396+98.7% |
| Admin fee / account holder | $10,491 | $5,262+99.4% | $5,098+105.8% | $12,562-16.5% |