Filed June 22, 2020
Total covered: 4 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 | $36,675 | $76,371-52.0% | $93,621-60.8% | $72,976-49.7% |
| Participation rate | 67.4% | 71.8%-4.4pp | 75.8%-8.4pp | 69.5%-2.1pp |
| Annual return | 19.23% | 25.82%-6.6pp | 32.76%-13.5pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,100 | $2,276-51.7% | $2,719-59.5% | $2,440-54.9% |
| Participant deferral / active EE | $1,840 | $3,538-48.0% | $4,070-54.8% | $3,608-49.0% |
| Admin fee / account holder | $1,563 | $6,839-77.1% | $7,890-80.2% | $5,124-69.5% |