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 | $90,400+68.0% | $186,193-18.4% | $87,485+73.6% |
| Participation rate | 92.1% | 66.2%+25.9pp | 77.1%+15.0pp | 68.9%+23.2pp |
| Annual return | 9.68% | 22.15%-12.5pp | 78.03%-68.3pp | 26.06%-16.4pp |
| Employer contribution / active EE | $1,693 | $2,170-22.0% | $3,918-56.8% | $2,596-34.8% |
| Participant deferral / active EE | $4,925 | $4,330+13.7% | $6,513-24.4% | $4,274+15.2% |
| Admin fee / account holder | $4,200 | $8,673-51.6% | $11,058-62.0% | $7,775-46.0% |