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 | $169,237-83.3% | $129,339-78.2% | $145,978-80.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.71% | 14364.43%-14360.7pp | 9437.05%-9433.3pp | 550.52%-546.8pp |
| Employer contribution / active EE | $2,967 | $5,540-46.5% | $4,154-28.6% | $4,662-36.4% |
| Participant deferral / active EE | $6,382 | $4,991+27.9% | $4,170+53.1% | $6,690-4.6% |
| Admin fee / account holder | $1,213 | $9,882-87.7% | $7,668-84.2% | $13,400-91.0% |