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 | $22,181 | $73,863-70.0% | $143,797-84.6% | $68,490-67.6% |
| Participation rate | 31.8% | 66.7%-34.9pp | 80.3%-48.6pp | 67.9%-36.1pp |
| Annual return | -16.20% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $606 | $3,185-81.0% | $4,952-87.8% | $2,597-76.7% |
| Participant deferral / active EE | $1,688 | $3,385-50.1% | $5,638-70.1% | $4,028-58.1% |
| Admin fee / account holder | $3,480 | $5,756-39.5% | $14,679-76.3% | $5,403-35.6% |