Filed September 1, 2022
Total covered: 2 employees
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Employer 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,330 | $217,427+33.1% | $185,837+55.7% | $167,518+72.7% |
| Participation rate | 77.3% | 86.0%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 13.62% | 148.39%-134.8pp | 122.08%-108.5pp | 478.71%-465.1pp |
| Employer contribution / active EE | $1,039 | $5,874-82.3% | $5,168-79.9% | $4,838-78.5% |
| Participant deferral / active EE | $5,583 | $6,357-12.2% | $5,568+0.3% | $6,342-12.0% |
| Admin fee / account holder | $51,474 | $19,816+159.8% | $16,241+216.9% | $12,312+318.1% |