Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 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 | $104,829 | $138,393-24.3% | $184,256-43.1% | $80,959+29.5% |
| Participation rate | 74.7% | 83.9%-9.2pp | 86.8%-12.1pp | 67.7%+7.1pp |
| Annual return | 9.98% | 20.01%-10.0pp | 28.85%-18.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,777 | $4,847-63.3% | $6,427-72.4% | $2,757-35.6% |
| Participant deferral / active EE | $2,936 | $7,076-58.5% | $9,133-67.9% | $4,300-31.7% |
| Admin fee / account holder | $9,477 | $10,489-9.7% | $13,899-31.8% | $6,925+36.8% |