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 | $169,361-83.3% | $129,397-78.2% | $145,877-80.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.71% | 14395.54%-14391.8pp | 9453.98%-9450.3pp | 551.28%-547.6pp |
| Employer contribution / active EE | $2,967 | $5,542-46.5% | $4,154-28.6% | $4,663-36.4% |
| Participant deferral / active EE | $6,382 | $4,987+28.0% | $4,167+53.2% | $6,691-4.6% |
| Admin fee / account holder | $1,213 | $9,903-87.8% | $7,679-84.2% | $13,402-91.0% |