Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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.
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 | $10,206 | $76,371-86.6% | $93,621-89.1% | $72,977-86.0% |
| Participation rate | 96.2% | 71.8%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 6.09% | 25.82%-19.7pp | 32.76%-26.7pp | 81.02%-74.9pp |
| Employer contribution / active EE | $4,416 | $2,276+94.1% | $2,719+62.4% | $2,440+81.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $484 | $6,839-92.9% | $7,890-93.9% | $5,124-90.5% |