Filed January 21, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,505 | $135,956-59.9% | $123,894-56.0% | $273,972-80.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.99% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,820 | $5,170-64.8% | $4,617-60.6% | $4,869-62.6% |
| Participant deferral / active EE | $4,485 | $6,343-29.3% | $5,984-25.1% | $5,287-15.2% |
| Admin fee / account holder | $13,041 | $9,817+32.8% | $8,357+56.0% | $10,133+28.7% |