Filed February 14, 2023 (most recent of 2 filings on file)
Total covered: 9 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,180 | $80,763+6.7% | $102,412-15.8% | $74,459+15.7% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 16.74% | 27.57%-10.8pp | 24.94%-8.2pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $7,195 | $3,160+127.7% | $3,870+85.9% | $2,626+174.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4,495 | $2,371+89.6% | $8,388-46.4% | $1,945+131.1% |