Filed November 6, 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 | $235,832 | $89,370+163.9% | $141,197+67.0% | $72,976+223.2% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 17.03% | 111.88%-94.8pp | 71.41%-54.4pp | 81.02%-64.0pp |
| Employer contribution / active EE | $845 | $3,115-72.9% | $4,736-82.2% | $2,440-65.4% |
| Participant deferral / active EE | $8,449 | $5,419+55.9% | $6,710+25.9% | $3,608+134.2% |
| Admin fee / account holder | $3,383 | $5,957-43.2% | $10,265-67.0% | $5,124-34.0% |