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 | $228,587 | $67,396+239.2% | $60,919+275.2% | $134,545+69.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.55% | 50.12%-65.7pp | 16.96%-32.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $11,719 | $3,101+277.9% | $2,704+333.4% | $4,742+147.2% |
| Participant deferral / active EE | $4,337 | $4,534-4.4% | $3,814+13.7% | $6,401-32.3% |
| Admin fee / account holder | $2,452 | $4,590-46.6% | $3,228-24.0% | $11,431-78.5% |