Filed May 27, 2022
Total covered: 3 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,760 | $71,057-73.6% | $93,654-80.0% | $80,874-76.8% |
| Participation rate | 71.1% | 60.4%+10.7pp | 68.7%+2.4pp | 67.6%+3.5pp |
| Annual return | 21.10% | 11.26%+9.8pp | 133.34%-112.2pp | 35.62%-14.5pp |
| Employer contribution / active EE | $1,472 | $1,564-5.9% | $2,421-39.2% | $2,756-46.6% |
| Participant deferral / active EE | $2,512 | $4,034-37.7% | $4,413-43.1% | $4,297-41.5% |
| Admin fee / account holder | $1,486 | $6,944-78.6% | $8,282-82.1% | $6,935-78.6% |