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 | $115,284 | $137,414-16.1% | $189,520-39.2% | $85,856+34.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.09% | 38.14%-28.1pp | 555.25%-545.2pp | 318.58%-308.5pp |
| Employer contribution / active EE | $5,440 | $4,344+25.2% | $6,161-11.7% | $2,565+112.1% |
| Participant deferral / active EE | $4,988 | $6,260-20.3% | $8,220-39.3% | $3,952+26.2% |
| Admin fee / account holder | $4,112 | $8,630-52.3% | $12,046-65.9% | $6,261-34.3% |