Filed November 16, 2020
Total covered: 35 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 | $113,999 | $85,766+32.9% | $136,298-16.4% | $70,126+62.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 20.66% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,039 | $2,966-65.0% | $4,696-77.9% | $2,343-55.6% |
| Participant deferral / active EE | $5,626 | $5,051+11.4% | $6,247-9.9% | $3,332+68.9% |
| Admin fee / account holder | $2,649 | $5,421-51.1% | $9,244-71.3% | $4,645-43.0% |