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 | $102,422+21.1% | $147,117-15.7% | $80,959+53.2% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 10.52% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,121 | $3,717-69.8% | $4,932-77.3% | $2,757-59.3% |
| Participant deferral / active EE | $12,615 | $6,652+89.6% | $8,065+56.4% | $4,300+193.3% |
| Admin fee / account holder | $11,481 | $7,953+44.4% | $12,993-11.6% | $6,925+65.8% |