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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,353 | $125,797-63.2% | $170,057-72.7% | $75,177-38.3% |
| Participation rate | 81.0% | 83.6%-2.6pp | 87.0%-6.0pp | 67.2%+13.8pp |
| Annual return | 14.61% | 27.20%-12.6pp | 53.42%-38.8pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,614 | $4,616-43.4% | $6,790-61.5% | $2,671-2.1% |
| Participant deferral / active EE | $4,192 | $6,838-38.7% | $10,411-59.7% | $4,126+1.6% |
| Admin fee / account holder | $6,385 | $8,177-21.9% | $12,826-50.2% | $5,651+13.0% |