Filed September 27, 2021
Total covered: 4 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 | $52,239 | $46,877+11.4% | $122,354-57.3% | $70,126-25.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.50% | 24.22%-11.7pp | 30.28%-17.8pp | 73.15%-60.6pp |
| Employer contribution / active EE | $4,697 | $1,288+264.6% | $4,051+16.0% | $2,343+100.5% |
| Participant deferral / active EE | $4,131 | $2,167+90.6% | $3,287+25.7% | $3,332+24.0% |
| Admin fee / account holder | $1,368 | $3,324-58.8% | $5,479-75.0% | $4,645-70.5% |