Filed April 18, 2022
Total covered: 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,847 | $155,555+40.7% | $146,866+49.0% | $155,188+41.0% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 9.98% | 115.41%-105.4pp | 102.85%-92.9pp | 148.84%-138.9pp |
| Employer contribution / active EE | $1,624 | $4,647-65.0% | $4,425-63.3% | $4,248-61.8% |
| Participant deferral / active EE | $6,187 | $8,044-23.1% | $7,759-20.3% | $6,531-5.3% |
| Admin fee / account holder | $49,665 | $14,755+236.6% | $13,620+264.6% | $14,480+243.0% |