Filed February 19, 2020 (most recent of 2 filings on file)
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $52,596 | $77,817-32.4% | $123,553-57.4% | $64,173-18.0% |
| Participation rate | 42.6% | 74.7%-32.1pp | 82.3%-39.7pp | 69.6%-27.0pp |
| Annual return | -6.28% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,373 | $3,014-54.4% | $4,628-70.3% | $2,381-42.3% |
| Participant deferral / active EE | $3,233 | $5,240-38.3% | $6,426-49.7% | $3,470-6.8% |
| Admin fee / account holder | $1,232 | $5,519-77.7% | $9,284-86.7% | $4,887-74.8% |