Filed May 10, 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 | $44,444 | $138,386-67.9% | $184,260-75.9% | $80,935-45.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.12% | 20.02%-8.9pp | 28.84%-17.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $5,313 | $4,851+9.5% | $6,427-17.3% | $2,757+92.7% |
| Participant deferral / active EE | $4,095 | $7,076-42.1% | $9,133-55.2% | $4,299-4.8% |
| Admin fee / account holder | $13,748 | $10,489+31.1% | $13,898-1.1% | $6,924+98.5% |