Filed July 28, 2021
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,257 | $85,766-12.3% | $136,297-44.8% | $70,124+7.3% |
| Participation rate | 76.7% | 74.2%+2.6pp | 81.9%-5.2pp | 69.5%+7.2pp |
| Annual return | 13.43% | 31.45%-18.0pp | 5156.19%-5142.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $110 | $2,966-96.3% | $4,696-97.7% | $2,342-95.3% |
| Participant deferral / active EE | $6,530 | $5,051+29.3% | $6,247+4.5% | $3,332+96.0% |
| Admin fee / account holder | $8,103 | $5,420+49.5% | $9,244-12.3% | $4,645+74.4% |