Filed January 12, 2022 (most recent of 4 filings on file)
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.)
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 | $33,403 | $125,797-73.4% | $170,043-80.4% | $75,173-55.6% |
| Participation rate | 81.0% | 83.6%-2.6pp | 87.0%-6.1pp | 67.2%+13.7pp |
| Annual return | 17.00% | 27.20%-10.2pp | 53.40%-36.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,854 | $4,616-16.5% | $6,790-43.2% | $2,671+44.3% |
| Participant deferral / active EE | $4,746 | $6,838-30.6% | $10,410-54.4% | $4,126+15.0% |
| Admin fee / account holder | $3,015 | $8,177-63.1% | $12,824-76.5% | $5,651-46.6% |