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 | $104,972 | $65,395+60.5% | $182,540-42.5% | $72,975+43.8% |
| Participation rate | 94.1% | 65.4%+28.7pp | 78.0%+16.1pp | 69.5%+24.6pp |
| Annual return | -0.10% | 27.68%-27.8pp | 148.58%-148.7pp | 81.01%-81.1pp |
| Employer contribution / active EE | $1,311 | $1,911-31.4% | $4,076-67.8% | $2,440-46.3% |
| Participant deferral / active EE | $4,391 | $3,563+23.3% | $5,525-20.5% | $3,608+21.7% |
| Admin fee / account holder | $375 | $4,245-91.2% | $8,593-95.6% | $5,124-92.7% |