Filed July 16, 2019 (most recent of 3 filings on file)
Total covered: 4 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 | $15,016 | $81,331-81.5% | $155,534-90.3% | $80,935-81.4% |
| Participation rate | 65.4% | 66.3%-0.8pp | 78.2%-12.8pp | 67.7%-2.2pp |
| Annual return | 11.09% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,069 | $3,454-69.1% | $5,630-81.0% | $4,299-75.1% |
| Admin fee / account holder | $893 | $7,999-88.8% | $15,900-94.4% | $6,924-87.1% |