Filed October 8, 2019 (most recent of 3 filings on file)
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,408 | $84,236-90.0% | $170,439-95.1% | $70,124-88.0% |
| Participation rate | 85.1% | 70.8%+14.3pp | 83.6%+1.5pp | 69.5%+15.6pp |
| Annual return | 12.95% | 23.06%-10.1pp | 205.94%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,164 | $3,387-65.6% | $5,433-78.6% | $2,342-50.3% |
| Participant deferral / active EE | $674 | $3,086-78.2% | $4,939-86.4% | $3,332-79.8% |
| Admin fee / account holder | $388 | $5,698-93.2% | $13,881-97.2% | $4,645-91.6% |