Filed December 1, 2020
Total covered: 2 employees
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,464 | $69,012+77.5% | $160,009-23.5% | $68,486+78.8% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -20.22% | -9.65%-10.6pp | 408.85%-429.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $3,311 | $2,212+49.7% | $4,225-21.6% | $2,597+27.5% |
| Participant deferral / active EE | $12,259 | $4,212+191.1% | $6,183+98.3% | $4,028+204.4% |
| Admin fee / account holder | $1,451 | $4,798-69.8% | $8,715-83.4% | $5,404-73.2% |