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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,128 | $82,678+21.1% | $125,391-20.1% | $68,490+46.2% |
| Participation rate | 58.3% | 75.1%-16.7pp | 82.4%-24.1pp | 67.9%-9.6pp |
| Annual return | -19.69% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,415 | $3,382-28.6% | $4,816-49.8% | $2,597-7.0% |
| Participant deferral / active EE | $5,513 | $6,111-9.8% | $7,448-26.0% | $4,028+36.9% |
| Admin fee / account holder | $4,648 | $6,277-26.0% | $10,009-53.6% | $5,403-14.0% |