Filed May 21, 2021 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,499 | $55,470-55.8% | $155,556-84.3% | $74,478-67.1% |
| Participation rate | 40.2% | 61.9%-21.7pp | 78.2%-38.1pp | 67.2%-27.1pp |
| Annual return | 9.54% | 269.80%-260.3pp | 64.84%-55.3pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $570 | $2,267-74.8% | $4,675-87.8% | $2,626-78.3% |
| Participant deferral / active EE | $1,687 | $2,838-40.6% | $5,631-70.0% | $4,350-61.2% |
| Admin fee / account holder | $1,006 | $1,744-42.3% | $15,885-93.7% | $1,946-48.3% |