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 | $103,191 | $91,474+12.8% | $135,982-24.1% | $71,529+44.3% |
| Participation rate | 67.3% | 75.7%-8.3pp | 81.9%-14.6pp | 67.9%-0.6pp |
| Annual return | 40.27% | 29.89%+10.4pp | 68.32%-28.1pp | 28.97%+11.3pp |
| Employer contribution / active EE | $2,973 | $3,705-19.8% | $4,859-38.8% | $2,590+14.8% |
| Participant deferral / active EE | $6,148 | $7,095-13.3% | $7,760-20.8% | $4,291+43.3% |
| Admin fee / account holder | $11,782 | $1,267+829.7% | $10,767+9.4% | $1,588+641.7% |