Filed June 12, 2020
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,992 | $48,078+220.3% | $78,676+95.7% | $62,881+144.9% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 10.60% | 31.36%-20.8pp | 62.19%-51.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $11,474 | $2,015+469.6% | $2,850+302.6% | $2,281+403.0% |
| Participant deferral / active EE | $2,940 | $2,587+13.6% | $3,517-16.4% | $3,203-8.2% |
| Admin fee / account holder | $6,421 | $3,206+100.3% | $4,510+42.4% | $4,296+49.5% |