Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 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 | $155,213 | $45,152+243.8% | $73,836+110.2% | $59,633+160.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.35% | 27.40%-27.8pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $12,390 | $1,901+551.7% | $2,787+344.5% | $2,203+462.5% |
| Participant deferral / active EE | $6,975 | $2,573+171.1% | $3,583+94.7% | $3,192+118.5% |
| Admin fee / account holder | $9,382 | $3,515+166.9% | $4,882+92.2% | $4,297+118.3% |