Filed May 11, 2021
Total covered: 7 employees
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,759 | $86,938-15.2% | $102,423-28.0% | $80,925-8.9% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.7%+10.8pp |
| Annual return | 24.22% | 18.89%+5.3pp | 29.42%-5.2pp | 35.65%-11.4pp |
| Employer contribution / active EE | $401 | $2,369-83.1% | $3,023-86.7% | $2,756-85.4% |
| Participant deferral / active EE | $3,603 | $4,120-12.6% | $5,054-28.7% | $4,299-16.2% |
| Admin fee / account holder | $1,649 | $8,053-79.5% | $9,455-82.6% | $6,940-76.2% |