Filed August 28, 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 | $30,673 | $76,551-59.9% | $123,894-75.2% | $62,881-51.2% |
| Participation rate | 68.6% | 73.0%-4.4pp | 81.4%-12.8pp | 69.3%-0.7pp |
| Annual return | 17.77% | 18.68%-0.9pp | 47.52%-29.7pp | 20.14%-2.4pp |
| Employer contribution / active EE | $1,938 | $2,882-32.8% | $4,617-58.0% | $2,281-15.0% |
| Participant deferral / active EE | $3,792 | $4,840-21.6% | $5,984-36.6% | $3,203+18.4% |
| Admin fee / account holder | $821 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |