Filed October 1, 2021
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 | $28,033 | $146,267-80.8% | $197,124-85.8% | $82,448-66.0% |
| Participation rate | 76.0% | 84.0%-8.0pp | 86.7%-10.7pp | 68.1%+7.9pp |
| Annual return | 19.62% | 29.61%-10.0pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,466 | $4,723-47.8% | $6,227-60.4% | $2,551-3.3% |
| Participant deferral / active EE | $2,605 | $7,035-63.0% | $9,135-71.5% | $4,139-37.1% |
| Admin fee / account holder | $720 | $14,422-95.0% | $16,298-95.6% | $7,234-90.1% |