Filed March 29, 2022
Total covered: 4 employees
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Participant 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 | $52,067 | $100,060-48.0% | $149,721-65.2% | $70,126-25.8% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 14.08% | 27.46%-13.4pp | 1501.67%-1487.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,314 | $3,661-64.1% | $5,444-75.9% | $2,343-43.9% |
| Participant deferral / active EE | $2,029 | $4,982-59.3% | $6,568-69.1% | $3,332-39.1% |
| Admin fee / account holder | $604 | $8,285-92.7% | $11,282-94.6% | $4,645-87.0% |