Filed July 10, 2023 (most recent of 9 filings on file)
Total covered: 3 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 | $113,577 | $110,083+3.2% | $151,628-25.1% | $68,495+65.8% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -16.36% | -10.12%-6.2pp | 3.34%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $14,907 | $4,470+233.5% | $6,165+141.8% | $2,596+474.1% |
| Participant deferral / active EE | $12,547 | $6,526+92.2% | $8,363+50.0% | $4,028+211.5% |
| Admin fee / account holder | $1,998 | $7,718-74.1% | $11,613-82.8% | $5,403-63.0% |