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 | $80,731+6.8% | $103,374-16.6% | $74,546+15.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 16.74% | 27.56%-10.8pp | 24.89%-8.2pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $7,195 | $3,158+127.8% | $3,869+85.9% | $2,624+174.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4,495 | $2,369+89.8% | $8,394-46.4% | $1,944+131.3% |