Filed May 6, 2021
Total covered: 13 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.
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 | $5,882 | $77,638-92.4% | $156,551-96.2% | $62,881-90.6% |
| Participation rate | 70.7% | 71.2%-0.5pp | 84.0%-13.4pp | 69.3%+1.3pp |
| Annual return | 1.95% | 50.33%-48.4pp | 32.23%-30.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $557 | $3,444-83.8% | $5,501-89.9% | $2,281-75.6% |
| Participant deferral / active EE | $1,058 | $3,046-65.3% | $4,871-78.3% | $3,203-67.0% |
| Admin fee / account holder | $3,007 | $5,561-45.9% | $13,028-76.9% | $4,296-30.0% |