Filed November 23, 2020 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,984 | $140,592-85.1% | $123,105-83.0% | $125,389-83.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,529 | $6,041-58.1% | $5,151-50.9% | $4,866-48.0% |
| Participant deferral / active EE | $5,719 | $6,980-18.1% | $6,229-8.2% | $5,352+6.9% |
| Admin fee / account holder | $323 | $11,198-97.1% | $9,014-96.4% | $9,541-96.6% |