Filed June 1, 2020
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 | $68,937 | $198,836-65.3% | $102,412-32.7% | - |
| Participation rate | 46.5% | 60.8%-14.4pp | 74.5%-28.0pp | - |
| Annual return | 12.08% | 12.43%-0.3pp | 24.94%-12.9pp | - |
| Employer contribution / active EE | $1,497 | $2,607-42.6% | $3,870-61.3% | - |
| Participant deferral / active EE | $2,012 | $3,407-40.9% | $5,060-60.2% | - |
| Admin fee / account holder | $1,088 | $10,004-89.1% | $8,388-87.0% | - |