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 | $39,910 | $123,793-67.8% | $177,848-77.6% | $79,856-50.0% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 15.61% | 22.82%-7.2pp | 48.33%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,063 | $4,095-49.6% | $5,919-65.2% | $2,471-16.5% |
| Participant deferral / active EE | $2,588 | $5,956-56.5% | $7,714-66.4% | $3,741-30.8% |
| Admin fee / account holder | $3,180 | $7,243-56.1% | $12,431-74.4% | $5,306-40.1% |