Filed February 27, 2023 (most recent of 5 filings on file)
Total covered: 4 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 | $163,750 | $43,344+277.8% | $59,899+173.4% | $64,173+155.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.63% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $9,253 | $2,030+355.9% | $2,723+239.8% | $2,381+288.6% |
| Participant deferral / active EE | $1,728 | $2,547-32.2% | $3,402-49.2% | $3,470-50.2% |
| Admin fee / account holder | $11,570 | $3,008+284.6% | $3,592+222.1% | $4,887+136.7% |