Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,352 | $94,529-52.0% | $140,019-67.6% | $64,181-29.3% |
| Participation rate | 65.9% | 84.1%-18.2pp | 87.5%-21.6pp | 69.6%-3.7pp |
| Annual return | -3.36% | 7.77%-11.1pp | 651.15%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $978 | $3,812-74.4% | $5,605-82.6% | $2,381-58.9% |
| Participant deferral / active EE | $2,604 | $5,250-50.4% | $6,927-62.4% | $3,470-25.0% |
| Admin fee / account holder | $1,710 | $6,741-74.6% | $10,705-84.0% | $4,887-65.0% |