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 | $93,016 | $77,816+19.5% | $123,552-24.7% | $64,173+44.9% |
| Participation rate | 67.2% | 74.7%-7.5pp | 82.3%-15.1pp | 69.6%-2.3pp |
| Annual return | -4.13% | 12.49%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,003 | $3,014-66.7% | $4,628-78.3% | $2,381-57.9% |
| Participant deferral / active EE | $5,780 | $5,240+10.3% | $6,426-10.1% | $3,470+66.6% |
| Admin fee / account holder | $13,713 | $5,519+148.5% | $9,285+47.7% | $4,887+180.6% |