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 | $9,965 | $118,708-91.6% | $98,920-89.9% | $158,988-93.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -14.46% | 372.49%-387.0pp | 196.47%-210.9pp | 303.00%-317.5pp |
| Employer contribution / active EE | $5,232 | $3,334+56.9% | $2,689+94.5% | $4,763+9.8% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $462 | $10,134-95.4% | $6,643-93.0% | $11,252-95.9% |