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 | $18,720 | $138,385-86.5% | $184,243-89.8% | $80,925-76.9% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.7%+13.8pp |
| Annual return | 26.66% | 20.02%+6.6pp | 28.82%-2.2pp | 35.65%-9.0pp |
| Employer contribution / active EE | $2,212 | $4,851-54.4% | $6,427-65.6% | $2,756-19.7% |
| Participant deferral / active EE | $2,316 | $7,075-67.3% | $9,132-74.6% | $4,299-46.1% |
| Admin fee / account holder | $392 | $10,489-96.3% | $13,914-97.2% | $6,940-94.3% |