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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,143 | $45,343-31.3% | $150,298-79.3% | $67,986-54.2% |
| Participation rate | 38.2% | 51.9%-13.6pp | 77.8%-39.5pp | 57.2%-19.0pp |
| Annual return | 15.91% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $710 | $1,462-51.4% | $4,154-82.9% | $2,019-64.8% |
| Participant deferral / active EE | $2,006 | $2,055-2.4% | $5,453-63.2% | $3,358-40.3% |
| Admin fee / account holder | $2,669 | $2,250+18.7% | $14,116-81.1% | $3,203-16.7% |