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 | $145,431-80.7% | $211,142-86.7% | $87,485-68.0% |
| Participation rate | 76.0% | 84.7%-8.7pp | 87.3%-11.3pp | 68.9%+7.1pp |
| Annual return | 19.62% | 27.21%-7.6pp | 46.84%-27.2pp | 26.06%-6.4pp |
| Employer contribution / active EE | $2,466 | $4,662-47.1% | $6,442-61.7% | $2,596-5.0% |
| Participant deferral / active EE | $2,605 | $6,859-62.0% | $9,284-71.9% | $4,274-39.0% |
| Admin fee / account holder | $720 | $17,052-95.8% | $19,076-96.2% | $7,775-90.7% |