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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,056 | $100,060-59.0% | $149,721-72.6% | $70,126-41.5% |
| Participation rate | 74.7% | 83.6%-8.9pp | 87.1%-12.4pp | 69.5%+5.2pp |
| Annual return | 12.60% | 27.46%-14.9pp | 1501.67%-1489.1pp | 73.15%-60.5pp |
| Employer contribution / active EE | $947 | $3,661-74.1% | $5,444-82.6% | $2,343-59.6% |
| Participant deferral / active EE | $2,609 | $4,982-47.6% | $6,568-60.3% | $3,332-21.7% |
| Admin fee / account holder | $3,593 | $8,285-56.6% | $11,282-68.2% | $4,645-22.6% |