Filed January 12, 2022
Total covered: 4 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,975 | $150,447-38.2% | $136,298-31.8% | $147,586-37.0% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 18.51% | 1049.15%-1030.6pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $885 | $5,256-83.2% | $4,696-81.2% | $4,876-81.9% |
| Participant deferral / active EE | $5,055 | $6,631-23.8% | $6,247-19.1% | $5,439-7.1% |
| Admin fee / account holder | $1,252 | $10,906-88.5% | $9,244-86.5% | $10,886-88.5% |