Filed June 23, 2023 (most recent of 2 filings on file)
Total covered: 7 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 | $124,065 | $102,382+21.2% | $147,005-15.6% | $80,874+53.4% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 10.52% | 134.89%-124.4pp | 418.76%-408.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,121 | $3,715-69.8% | $4,934-77.3% | $2,756-59.3% |
| Participant deferral / active EE | $12,615 | $6,646+89.8% | $8,070+56.3% | $4,297+193.6% |
| Admin fee / account holder | $11,481 | $7,942+44.6% | $13,006-11.7% | $6,935+65.5% |