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.
Employer 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.)
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 | $12,601 | $85,171-85.2% | $172,753-92.7% | $72,976-82.7% |
| Participation rate | 25.8% | 70.1%-44.3pp | 82.6%-56.9pp | 69.5%-43.7pp |
| Annual return | 29.83% | 27.32%+2.5pp | 803.00%-773.2pp | 81.02%-51.2pp |
| Employer contribution / active EE | $341 | $3,324-89.8% | $5,144-93.4% | $2,440-86.0% |
| Participant deferral / active EE | $1,114 | $3,260-65.8% | $5,198-78.6% | $3,608-69.1% |
| Admin fee / account holder | $1,329 | $5,880-77.4% | $13,956-90.5% | $5,124-74.1% |