Filed January 12, 2021
Total covered: 2 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 | $145,701 | $80,812+80.3% | $160,784-9.4% | $82,448+76.7% |
| Participation rate | 98.0% | 66.2%+31.8pp | 77.0%+21.1pp | 68.1%+30.0pp |
| Annual return | 13.15% | 100.59%-87.4pp | 1803.92%-1790.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $6,248 | $2,174+187.4% | $3,733+67.4% | $2,551+144.9% |
| Participant deferral / active EE | $8,696 | $4,335+100.6% | $6,293+38.2% | $4,139+110.1% |
| Admin fee / account holder | $32,697 | $7,695+324.9% | $9,717+236.5% | $7,234+352.0% |