Filed June 2, 2021
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 | $22,766 | $67,606-66.3% | $82,313-72.3% | $70,124-67.5% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.2pp | 69.5%+27.5pp |
| Annual return | 16.09% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,512 | $1,755-13.9% | $2,428-37.7% | $2,342-35.5% |
| Participant deferral / active EE | $2,037 | $2,987-31.8% | $3,706-45.0% | $3,332-38.9% |
| Admin fee / account holder | $588 | $4,512-87.0% | $5,608-89.5% | $4,645-87.3% |