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.)
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 | $25,097 | $87,132-71.2% | $105,624-76.2% | $80,959-69.0% |
| Participation rate | 67.4% | 70.4%-3.0pp | 75.3%-7.9pp | 67.7%-0.3pp |
| Annual return | 14.93% | 17.03%-2.1pp | 116.20%-101.3pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,845 | $2,397+18.7% | $3,168-10.2% | $2,757+3.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,479 | $8,449-70.7% | $10,961-77.4% | $6,925-64.2% |