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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,656 | $79,961-75.4% | $98,462-80.0% | $75,184-73.9% |
| Participation rate | 54.4% | 70.4%-16.0pp | 75.2%-20.8pp | 67.2%-12.8pp |
| Annual return | -6.62% | 19.75%-26.4pp | 21.20%-27.8pp | 160.78%-167.4pp |
| Employer contribution / active EE | $2,073 | $2,264-8.5% | $3,049-32.0% | $2,671-22.4% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,127-100.0% |
| Admin fee / account holder | $344 | $6,842-95.0% | $8,875-96.1% | $5,652-93.9% |