Filed February 2, 2021
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,102 | $94,529-32.2% | $140,019-54.2% | $64,173-0.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.35% | 7.77%-15.1pp | 651.17%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,623 | $3,812+21.3% | $5,605-17.5% | $2,381+94.2% |
| Participant deferral / active EE | $3,312 | $5,250-36.9% | $6,927-52.2% | $3,470-4.5% |
| Admin fee / account holder | $5,021 | $6,741-25.5% | $10,705-53.1% | $4,887+2.7% |