Filed February 9, 2021 (most recent of 4 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,392 | $171,492-73.5% | $150,734-69.9% | $198,609-77.1% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 14.78% | 804.70%-789.9pp | 600.81%-586.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,898 | $6,259-69.7% | $5,610-66.2% | $6,977-72.8% |
| Admin fee / account holder | $1,156 | $17,628-93.4% | $14,905-92.2% | $19,030-93.9% |