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 | $139,786 | $138,366+1.0% | $184,185-24.1% | $80,911+72.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.81% | 20.02%-10.2pp | 28.81%-19.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $6,492 | $4,849+33.9% | $6,426+1.0% | $2,756+135.6% |
| Participant deferral / active EE | $6,703 | $7,074-5.2% | $9,132-26.6% | $4,297+56.0% |
| Admin fee / account holder | $1,216 | $10,484-88.4% | $13,909-91.3% | $6,935-82.5% |