Filed December 22, 2022 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,463 | $100,060-26.6% | $149,721-50.9% | $70,126+4.8% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.1%+10.2pp | 69.5%+27.8pp |
| Annual return | 12.70% | 27.46%-14.8pp | 1501.67%-1489.0pp | 73.15%-60.4pp |
| Employer contribution / active EE | $3,970 | $3,661+8.5% | $5,444-27.1% | $2,343+69.5% |
| Participant deferral / active EE | $3,585 | $4,982-28.0% | $6,568-45.4% | $3,332+7.6% |
| Admin fee / account holder | $932 | $8,285-88.8% | $11,282-91.7% | $4,645-79.9% |