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 | $149,446-81.2% | $256,809-89.1% | $94,015-70.2% |
| Participation rate | 76.0% | 85.3%-9.3pp | 88.5%-12.5pp | 70.8%+5.2pp |
| Annual return | 19.62% | 17.55%+2.1pp | 32.73%-13.1pp | 17.84%+1.8pp |
| Employer contribution / active EE | $2,466 | $4,596-46.3% | $7,263-66.0% | $2,790-11.6% |
| Participant deferral / active EE | $2,605 | $6,491-59.9% | $9,520-72.6% | $4,249-38.7% |
| Admin fee / account holder | $720 | $24,035-97.0% | $25,146-97.1% | $8,951-92.0% |