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 | $71,197-73.7% | $93,669-80.0% | $80,925-76.8% |
| Participation rate | 71.1% | 60.4%+10.7pp | 68.7%+2.4pp | 67.7%+3.5pp |
| Annual return | 21.10% | 11.27%+9.8pp | 133.59%-112.5pp | 35.65%-14.6pp |
| Employer contribution / active EE | $1,472 | $1,565-5.9% | $2,424-39.3% | $2,756-46.6% |
| Participant deferral / active EE | $2,512 | $4,036-37.7% | $4,416-43.1% | $4,299-41.6% |
| Admin fee / account holder | $1,486 | $6,959-78.6% | $8,291-82.1% | $6,940-78.6% |