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 | $114,415 | $98,766+15.8% | $149,730-23.6% | $79,852+43.3% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.5%-15.4pp | 69.6%-2.5pp |
| Annual return | 15.90% | 27.43%-11.5pp | 276.70%-260.8pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,160 | $3,217-63.9% | $4,645-75.0% | $2,471-53.1% |
| Participant deferral / active EE | $6,142 | $5,681+8.1% | $6,843-10.2% | $3,740+64.2% |
| Admin fee / account holder | $2,815 | $6,052-53.5% | $9,310-69.8% | $5,306-46.9% |