Filed February 6, 2020
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,866 | $91,179-82.6% | $178,499-91.1% | $79,852-80.1% |
| Participation rate | 15.5% | 69.2%-53.7pp | 81.9%-66.4pp | 69.6%-54.1pp |
| Annual return | 27.68% | 24.19%+3.5pp | 151.10%-123.4pp | 31.72%-4.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $981 | $3,236-69.7% | $5,202-81.1% | $3,740-73.8% |
| Admin fee / account holder | $3,839 | $6,749-43.1% | $13,986-72.6% | $5,306-27.7% |