Filed February 2, 2021
Total covered: 4 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,784 | $109,359-48.1% | $162,185-65.0% | $72,976-22.2% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 15.16% | 25.46%-10.3pp | 115.61%-100.5pp | 81.02%-65.9pp |
| Employer contribution / active EE | $2,589 | $3,907-33.7% | $5,613-53.9% | $2,440+6.1% |
| Participant deferral / active EE | $2,764 | $5,481-49.6% | $7,297-62.1% | $3,608-23.4% |
| Admin fee / account holder | $1,604 | $7,972-79.9% | $10,844-85.2% | $5,124-68.7% |