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 | $23,123 | $94,529-75.5% | $140,019-83.5% | $64,173-64.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.67% | 7.77%-13.4pp | 651.17%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,735 | $3,812-28.3% | $5,605-51.2% | $2,381+14.9% |
| Participant deferral / active EE | $2,023 | $5,250-61.5% | $6,927-70.8% | $3,470-41.7% |
| Admin fee / account holder | $2,601 | $6,741-61.4% | $10,705-75.7% | $4,887-46.8% |