Filed August 25, 2022
Total covered: 4 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 | $22,512 | $91,198-75.3% | $178,503-87.4% | $79,856-71.8% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 5.48% | 24.20%-18.7pp | 151.12%-145.6pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,776 | $3,257-45.5% | $5,011-64.6% | $2,471-28.2% |
| Participant deferral / active EE | $2,399 | $3,237-25.9% | $5,202-53.9% | $3,741-35.9% |
| Admin fee / account holder | $11,107 | $6,748+64.6% | $13,987-20.6% | $5,306+109.3% |