Filed June 23, 2023 (most recent of 2 filings on file)
Total covered: 7 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $102,429+21.1% | $147,096-15.7% | $80,925+53.3% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 10.52% | 135.02%-124.5pp | 419.75%-409.2pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,121 | $3,716-69.8% | $4,936-77.3% | $2,756-59.3% |
| Participant deferral / active EE | $12,615 | $6,649+89.7% | $8,071+56.3% | $4,299+193.5% |
| Admin fee / account holder | $11,481 | $7,957+44.3% | $13,005-11.7% | $6,940+65.4% |