Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 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 | $69,788 | $138,366-49.6% | $184,185-62.1% | $80,911-13.7% |
| Participation rate | 78.3% | 83.9%-5.6pp | 86.8%-8.6pp | 67.6%+10.6pp |
| Annual return | 20.99% | 20.02%+1.0pp | 28.81%-7.8pp | 35.63%-14.6pp |
| Employer contribution / active EE | $1,237 | $4,849-74.5% | $6,426-80.8% | $2,756-55.1% |
| Participant deferral / active EE | $3,274 | $7,074-53.7% | $9,132-64.1% | $4,297-23.8% |
| Admin fee / account holder | $3,479 | $10,484-66.8% | $13,909-75.0% | $6,935-49.8% |