Filed April 15, 2022 (most recent of 3 filings on file)
Total covered: 17 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.)
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 | $48,254 | $122,063-60.5% | $184,256-73.8% | $74,478-35.2% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 12.27% | 19.92%-7.6pp | 28.85%-16.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $4,481 | $4,539-1.3% | $6,427-30.3% | $2,626+70.6% |
| Participant deferral / active EE | $2,178 | $7,144-69.5% | $9,133-76.2% | $4,350-49.9% |
| Admin fee / account holder | $3,745 | $1,253+198.9% | $13,899-73.1% | $1,946+92.5% |