Filed March 31, 2021
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,872 | $109,782+38.3% | $260,467-41.7% | $94,015+61.5% |
| Participation rate | 92.1% | 67.2%+24.9pp | 80.5%+11.7pp | 70.8%+21.3pp |
| Annual return | 9.68% | 18.60%-8.9pp | 100.60%-90.9pp | 17.84%-8.2pp |
| Employer contribution / active EE | $1,693 | $2,147-21.1% | $4,239-60.1% | $2,790-39.3% |
| Participant deferral / active EE | $4,925 | $4,044+21.8% | $6,319-22.1% | $4,249+15.9% |
| Admin fee / account holder | $4,200 | $11,958-64.9% | $15,461-72.8% | $8,951-53.1% |