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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,819 | $45,087+278.9% | $69,483+145.8% | $72,976+134.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.70% | 22.67%-18.0pp | 28.99%-24.3pp | 81.02%-76.3pp |
| Employer contribution / active EE | $10,407 | $2,055+406.4% | $2,780+274.4% | $2,440+326.5% |
| Participant deferral / active EE | $3,102 | $2,603+19.2% | $3,537-12.3% | $3,608-14.0% |
| Admin fee / account holder | $7,126 | $3,057+133.1% | $3,841+85.5% | $5,124+39.1% |