Filed June 22, 2023 (most recent of 3 filings on file)
Total covered: 14 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,392 | $106,008+175.8% | $92,240+217.0% | $147,586+98.1% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 12.52% | 50.05%-37.5pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $21,579 | $4,333+398.0% | $3,680+486.4% | $4,876+342.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,555 | $6,333+177.2% | $5,194+238.0% | $10,886+61.3% |