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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,360 | $167,362+26.3% | $143,799+47.0% | $134,532+57.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -17.23% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,028 | $5,620-81.7% | $4,952-79.3% | $4,741-78.3% |
| Participant deferral / active EE | $5,508 | $6,447-14.6% | $5,638-2.3% | $6,401-14.0% |
| Admin fee / account holder | $50,827 | $18,094+180.9% | $14,677+246.3% | $11,429+344.7% |