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 | $113,391 | $89,364+26.9% | $141,177-19.7% | $72,983+55.4% |
| Participation rate | 59.7% | 75.1%-15.4pp | 82.5%-22.8pp | 69.5%-9.8pp |
| Annual return | 21.62% | 111.86%-90.2pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,067 | $3,115-65.8% | $4,736-77.5% | $2,440-56.3% |
| Participant deferral / active EE | $6,042 | $5,419+11.5% | $6,710-9.9% | $3,608+67.5% |
| Admin fee / account holder | $9,767 | $5,959+63.9% | $10,263-4.8% | $5,124+90.6% |