Filed October 5, 2022 (most recent of 2 filings on file)
Total covered: 2 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 | $82,363 | $127,386-35.3% | $115,037-28.4% | $125,388-34.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,677 | $5,166-28.8% | $4,608-20.2% | $4,866-24.4% |
| Participant deferral / active EE | $8,427 | $6,423+31.2% | $6,026+39.8% | $5,352+57.5% |
| Admin fee / account holder | $374 | $9,516-96.1% | $8,175-95.4% | $9,541-96.1% |