Filed September 8, 2020
Total covered: 2 employees
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Employer 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 | $100,354 | $100,041+0.3% | $149,718-33.0% | $70,131+43.1% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 16.40% | 27.43%-11.0pp | 1501.70%-1485.3pp | 73.14%-56.7pp |
| Employer contribution / active EE | $175 | $3,662-95.2% | $5,444-96.8% | $2,342-92.5% |
| Participant deferral / active EE | $5,569 | $4,983+11.8% | $6,568-15.2% | $3,332+67.1% |
| Admin fee / account holder | $2,048 | $8,286-75.3% | $11,283-81.8% | $4,645-55.9% |