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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,770 | $100,060-51.3% | $149,721-67.4% | $70,126-30.5% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 9.50% | 27.46%-18.0pp | 1501.67%-1492.2pp | 73.15%-63.6pp |
| Employer contribution / active EE | $2,303 | $3,661-37.1% | $5,444-57.7% | $2,343-1.7% |
| Participant deferral / active EE | $2,314 | $4,982-53.5% | $6,568-64.8% | $3,332-30.5% |
| Admin fee / account holder | $3,468 | $8,285-58.1% | $11,282-69.3% | $4,645-25.3% |