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.
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 | $38,266 | $65,361-41.5% | $92,903-58.8% | $72,983-47.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 29.22% | 42.11%-12.9pp | 109.43%-80.2pp | 81.01%-51.8pp |
| Employer contribution / active EE | $1,207 | $2,594-53.5% | $3,653-67.0% | $2,440-50.5% |
| Participant deferral / active EE | $1,740 | $3,128-44.4% | $4,238-58.9% | $3,608-51.8% |
| Admin fee / account holder | $666 | $4,251-84.3% | $5,795-88.5% | $5,124-87.0% |