Filed November 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,244 | $169,161-83.3% | $129,295-78.2% | $145,959-80.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.71% | 14348.07%-14344.4pp | 9429.28%-9425.6pp | 561.95%-558.2pp |
| Employer contribution / active EE | $2,967 | $5,543-46.5% | $4,157-28.6% | $4,661-36.3% |
| Participant deferral / active EE | $6,382 | $4,989+27.9% | $4,169+53.1% | $6,689-4.6% |
| Admin fee / account holder | $1,213 | $9,878-87.7% | $7,665-84.2% | $13,398-90.9% |