Filed August 23, 2019 (most recent of 2 filings on file)
Total covered: 11 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 | $63,415 | $87,834-27.8% | $133,975-52.7% | $62,881+0.8% |
| Participation rate | 69.1% | 83.4%-14.2pp | 87.1%-17.9pp | 69.3%-0.2pp |
| Annual return | 12.02% | 12.05%0pp | 29.29%-17.3pp | 20.14%-8.1pp |
| Employer contribution / active EE | $2,438 | $3,482-30.0% | $5,211-53.2% | $2,281+6.9% |
| Participant deferral / active EE | $4,746 | $4,812-1.4% | $6,282-24.4% | $3,203+48.2% |
| Admin fee / account holder | $6,216 | $5,372+15.7% | $9,324-33.3% | $4,296+44.7% |