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.
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 | $134,817-66.3% | $123,973-63.4% | $155,188-70.8% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 14.78% | 515.49%-500.7pp | 388.13%-373.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,898 | $5,706-66.7% | $5,247-63.8% | $6,531-70.9% |
| Admin fee / account holder | $1,156 | $13,245-91.3% | $11,799-90.2% | $14,480-92.0% |