Filed November 23, 2020 (most recent of 2 filings on file)
Total covered: 2 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 | $29,776 | $209,422-85.8% | $178,503-83.3% | $158,982-81.3% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 5.53% | 188.81%-183.3pp | 151.12%-145.6pp | 302.99%-297.5pp |
| Employer contribution / active EE | $2,305 | $5,707-59.6% | $5,011-54.0% | $4,763-51.6% |
| Participant deferral / active EE | $4,721 | $5,955-20.7% | $5,202-9.3% | $5,983-21.1% |
| Admin fee / account holder | $13,807 | $17,079-19.2% | $13,987-1.3% | $11,252+22.7% |