Filed June 2, 2022
Total covered: 2 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.
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 | $23,908 | $180,462-86.8% | $154,111-84.5% | $135,379-82.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -16.60% | 888.17%-904.8pp | 735.18%-751.8pp | 519.79%-536.4pp |
| Employer contribution / active EE | $10,366 | $6,036+71.7% | $5,298+95.7% | $4,779+116.9% |
| Participant deferral / active EE | $4,210 | $5,806-27.5% | $5,081-17.1% | $5,609-24.9% |
| Admin fee / account holder | $415 | $16,145-97.4% | $13,411-96.9% | $10,828-96.2% |