Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 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 | $90,989 | $86,949+4.6% | $102,460-11.2% | $80,959+12.4% |
| Participation rate | 66.3% | 72.4%-6.1pp | 76.5%-10.2pp | 67.7%-1.4pp |
| Annual return | 9.77% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,035 | $2,370-56.3% | $3,025-65.8% | $2,757-62.5% |
| Participant deferral / active EE | $4,450 | $4,121+8.0% | $5,056-12.0% | $4,300+3.5% |
| Admin fee / account holder | $13,118 | $8,048+63.0% | $9,460+38.7% | $6,925+89.4% |