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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,585 | $51,207-96.9% | $70,565-97.8% | $75,177-97.9% |
| Participation rate | 95.8% | 61.0%+34.9pp | 68.4%+27.5pp | 67.2%+28.6pp |
| Annual return | -140.53% | 30.05%-170.6pp | 32.79%-173.3pp | 160.75%-301.3pp |
| Employer contribution / active EE | $19,802 | $1,826+984.2% | $2,976+565.5% | $2,671+641.4% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,042 | $4,097+193.9% | $6,430+87.3% | $5,651+113.1% |