Filed March 31, 2023
Total covered: 7 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 | $48,435 | $48,235+0.4% | $68,803-29.6% | $68,490-29.3% |
| Participation rate | 77.4% | 60.7%+16.7pp | 69.0%+8.4pp | 67.9%+9.5pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $31,389 | $1,829+1616.5% | $2,656+1081.9% | $2,597+1108.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,649 | $4,361-16.3% | $4,936-26.1% | $5,403-32.5% |