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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,107 | $110,083-94.5% | $151,645-96.0% | $68,490-91.1% |
| Participation rate | 70.4% | 84.0%-13.6pp | 87.5%-17.1pp | 67.9%+2.5pp |
| Annual return | -24.96% | -10.12%-14.8pp | 3.34%-28.3pp | -7.85%-17.1pp |
| Employer contribution / active EE | $1,793 | $4,470-59.9% | $6,165-70.9% | $2,597-31.0% |
| Participant deferral / active EE | $1,801 | $6,526-72.4% | $8,363-78.5% | $4,028-55.3% |
| Admin fee / account holder | $639 | $7,718-91.7% | $11,614-94.5% | $5,403-88.2% |