Filed April 21, 2023 (most recent of 4 filings on file)
Total covered: 32 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 | $45,334 | $138,393-67.2% | $184,256-75.4% | $80,959-44.0% |
| Participation rate | 74.5% | 83.9%-9.4pp | 86.8%-12.4pp | 67.7%+6.8pp |
| Annual return | 10.59% | 20.01%-9.4pp | 28.85%-18.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,663 | $4,847-45.1% | $6,427-58.6% | $2,757-3.4% |
| Participant deferral / active EE | $4,012 | $7,076-43.3% | $9,133-56.1% | $4,300-6.7% |
| Admin fee / account holder | $2,896 | $10,489-72.4% | $13,899-79.2% | $6,925-58.2% |