Filed November 2, 2022
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,567 | $81,331-20.6% | $155,534-58.5% | $80,935-20.2% |
| Participation rate | 92.5% | 66.3%+26.2pp | 78.2%+14.3pp | 67.7%+24.8pp |
| Annual return | 15.21% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $6,265 | $3,105+101.8% | $4,675+34.0% | $2,757+127.3% |
| Participant deferral / active EE | $5,617 | $3,454+62.6% | $5,630-0.2% | $4,299+30.6% |
| Admin fee / account holder | $1,027 | $7,999-87.2% | $15,900-93.5% | $6,924-85.2% |