Filed July 22, 2021 (most recent of 4 filings on file)
Total covered: 10 employees
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Participant 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.)
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 | $18,533 | $87,834-78.9% | $133,975-86.2% | $62,881-70.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.55% | 12.05%-5.5pp | 29.29%-22.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,318 | $3,482-33.4% | $5,211-55.5% | $2,281+1.6% |
| Participant deferral / active EE | $1,897 | $4,812-60.6% | $6,282-69.8% | $3,203-40.8% |
| Admin fee / account holder | $372 | $5,372-93.1% | $9,324-96.0% | $4,296-91.3% |