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 | $45,892 | $72,272-36.5% | $101,264-54.7% | $79,858-42.5% |
| Participation rate | 55.7% | 68.5%-12.8pp | 75.8%-20.1pp | 69.6%-13.9pp |
| Annual return | 20.44% | 22.30%-1.9pp | 46.48%-26.0pp | 31.72%-11.3pp |
| Employer contribution / active EE | $1,318 | $2,692-51.0% | $3,660-64.0% | $2,471-46.7% |
| Participant deferral / active EE | $1,791 | $3,282-45.4% | $4,370-59.0% | $3,740-52.1% |
| Admin fee / account holder | $4,745 | $4,401+7.8% | $5,947-20.2% | $5,306-10.6% |