Filed July 28, 2021
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,046 | $102,393-15.0% | $147,041-40.8% | $80,911+7.6% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 10.80% | 134.95%-124.1pp | 419.21%-408.4pp | 35.63%-24.8pp |
| Employer contribution / active EE | $606 | $3,715-83.7% | $4,935-87.7% | $2,756-78.0% |
| Participant deferral / active EE | $6,552 | $6,647-1.4% | $8,071-18.8% | $4,297+52.5% |
| Admin fee / account holder | $6,559 | $7,943-17.4% | $13,006-49.6% | $6,935-5.4% |