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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,208 | $123,793-51.4% | $177,827-66.1% | $79,858-24.6% |
| Participation rate | 67.1% | 84.7%-17.6pp | 87.7%-20.6pp | 69.6%-2.6pp |
| Annual return | 10.09% | 22.82%-12.7pp | 48.32%-38.2pp | 31.72%-21.6pp |
| Employer contribution / active EE | $869 | $4,095-78.8% | $5,918-85.3% | $2,471-64.8% |
| Participant deferral / active EE | $2,891 | $5,956-51.5% | $7,713-62.5% | $3,740-22.7% |
| Admin fee / account holder | $4,465 | $7,243-38.4% | $12,429-64.1% | $5,306-15.8% |