Filed December 2, 2022
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,693 | $160,059-80.2% | $140,019-77.4% | $135,380-76.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -9.14% | 911.48%-920.6pp | 651.17%-660.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,024 | $6,420-68.5% | $5,605-63.9% | $4,779-57.6% |
| Participant deferral / active EE | $2,245 | $7,641-70.6% | $6,927-67.6% | $5,609-60.0% |
| Admin fee / account holder | $3,946 | $13,328-70.4% | $10,705-63.1% | $10,828-63.6% |