Filed February 19, 2020 (most recent of 2 filings on file)
Total covered: 3 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 | $64,584 | $72,177-10.5% | $115,038-43.9% | $59,633+8.3% |
| Participation rate | 26.1% | 72.6%-46.5pp | 81.4%-55.3pp | 68.7%-42.6pp |
| Annual return | 5.11% | 12.02%-6.9pp | 26.14%-21.0pp | 2041.45%-2036.3pp |
| Employer contribution / active EE | $966 | $2,841-66.0% | $4,608-79.0% | $2,203-56.1% |
| Participant deferral / active EE | $695 | $4,783-85.5% | $6,026-88.5% | $3,192-78.2% |
| Admin fee / account holder | $4,910 | $4,927-0.3% | $8,175-39.9% | $4,297+14.3% |