Filed November 4, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,198 | $125,797-9.2% | $170,057-32.8% | $75,177+51.9% |
| Participation rate | 69.0% | 83.6%-14.6pp | 87.0%-18.0pp | 67.2%+1.8pp |
| Annual return | 14.55% | 27.20%-12.7pp | 53.42%-38.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $3,962 | $4,616-14.2% | $6,790-41.7% | $2,671+48.3% |
| Participant deferral / active EE | $2,641 | $6,838-61.4% | $10,411-74.6% | $4,126-36.0% |
| Admin fee / account holder | $11,600 | $8,177+41.9% | $12,826-9.6% | $5,651+105.3% |