Filed February 2, 2021
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 | $94,003 | $138,393-32.1% | $184,256-49.0% | $80,959+16.1% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.7%+11.6pp |
| Annual return | 15.96% | 20.01%-4.1pp | 28.85%-12.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,956 | $4,847-59.7% | $6,427-69.6% | $2,757-29.1% |
| Participant deferral / active EE | $1,908 | $7,076-73.0% | $9,133-79.1% | $4,300-55.6% |
| Admin fee / account holder | $5,442 | $10,489-48.1% | $13,899-60.8% | $6,925-21.4% |