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 | $95,453-26.9% | $112,040-37.7% | $82,448-15.3% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.5%-10.9pp | 68.1%-2.4pp |
| Annual return | 16.11% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,802 | $2,318-22.2% | $2,954-39.0% | $2,551-29.4% |
| Participant deferral / active EE | $3,320 | $4,224-21.4% | $5,098-34.9% | $4,139-19.8% |
| Admin fee / account holder | $11,798 | $9,013+30.9% | $12,098-2.5% | $7,234+63.1% |