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 | $119,394 | $105,200+13.5% | $159,474-25.1% | $85,847+39.1% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.8%-25.1pp | 69.3%-11.6pp |
| Annual return | 16.07% | 45.08%-29.0pp | 263.68%-247.6pp | 318.61%-302.5pp |
| Employer contribution / active EE | $2,351 | $3,319-29.2% | $4,831-51.3% | $2,565-8.4% |
| Participant deferral / active EE | $5,467 | $5,946-8.1% | $7,353-25.7% | $3,952+38.3% |
| Admin fee / account holder | $13,642 | $6,934+96.7% | $10,802+26.3% | $6,261+117.9% |