Filed March 9, 2020 (most recent of 2 filings on file)
Total covered: 6 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 | $108,432 | $98,776+9.8% | $149,745-27.6% | $79,856+35.8% |
| Participation rate | 64.8% | 75.8%-11.0pp | 82.5%-17.7pp | 69.6%-4.9pp |
| Annual return | 15.74% | 27.38%-11.6pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,241 | $3,217-30.4% | $4,646-51.8% | $2,471-9.3% |
| Participant deferral / active EE | $5,160 | $5,681-9.2% | $6,843-24.6% | $3,741+38.0% |
| Admin fee / account holder | $2,016 | $6,053-66.7% | $9,312-78.3% | $5,306-62.0% |