Filed June 2, 2021
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 | $69,800 | $95,404-26.8% | $113,397-38.4% | $82,637-15.5% |
| Participation rate | 65.6% | 72.8%-7.2pp | 76.5%-10.9pp | 68.1%-2.4pp |
| Annual return | 16.11% | 19.08%-3.0pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,802 | $2,307-21.9% | $2,977-39.5% | $2,552-29.4% |
| Participant deferral / active EE | $3,320 | $4,220-21.3% | $5,076-34.6% | $4,126-19.5% |
| Admin fee / account holder | $11,798 | $9,168+28.7% | $11,957-1.3% | $7,339+60.8% |