Filed December 2, 2022
Total covered: 3 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 | $36,071 | $197,603-81.7% | $177,827-79.7% | $158,950-77.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.45% | 58.76%-60.2pp | 48.32%-49.8pp | 302.91%-304.4pp |
| Employer contribution / active EE | $2,999 | $6,698-55.2% | $5,918-49.3% | $4,762-37.0% |
| Participant deferral / active EE | $3,172 | $8,404-62.3% | $7,713-58.9% | $5,983-47.0% |
| Admin fee / account holder | $588 | $15,402-96.2% | $12,429-95.3% | $11,248-94.8% |