Filed March 31, 2022 (most recent of 2 filings on file)
Total covered: 2 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 | $28,833 | $183,978-84.3% | $162,171-82.2% | $152,885-81.1% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 21.56% | 150.78%-129.2pp | 115.60%-94.0pp | 345.39%-323.8pp |
| Employer contribution / active EE | $1,944 | $6,370-69.5% | $5,613-65.4% | $4,763-59.2% |
| Participant deferral / active EE | $2,824 | $8,033-64.8% | $7,297-61.3% | $5,851-51.7% |
| Admin fee / account holder | $2,849 | $13,122-78.3% | $10,843-73.7% | $11,598-75.4% |