Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,189 | $94,436-74.4% | $115,599-79.1% | $82,637-70.7% |
| Participation rate | 68.8% | 70.4%-1.7pp | 74.3%-5.5pp | 68.1%+0.7pp |
| Annual return | -2.51% | 18.37%-20.9pp | 111.10%-113.6pp | 53.51%-56.0pp |
| Employer contribution / active EE | $2,792 | $2,324+20.1% | $2,955-5.5% | $2,552+9.4% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,150 | $10,328-88.9% | $12,841-91.0% | $7,339-84.3% |