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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,313 | $110,083-91.5% | $151,628-93.9% | $68,495-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 1.04% | -10.12%+11.2pp | 3.34%-2.3pp | -7.84%+8.9pp |
| Employer contribution / active EE | $364 | $4,470-91.9% | $6,165-94.1% | $2,596-86.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $327 | $7,718-95.8% | $11,613-97.2% | $5,403-93.9% |