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 | $43,496-28.4% | $161,489-80.7% | $64,340-51.6% |
| Participation rate | 38.2% | 53.5%-15.3pp | 78.7%-40.5pp | 55.2%-17.0pp |
| Annual return | 15.91% | 20.76%-4.8pp | 89.72%-73.8pp | 24.14%-8.2pp |
| Employer contribution / active EE | $710 | $1,431-50.4% | $4,268-83.4% | $1,862-61.9% |
| Participant deferral / active EE | $2,006 | $1,996+0.5% | $5,630-64.4% | $2,980-32.7% |
| Admin fee / account holder | $2,669 | $2,330+14.6% | $16,006-83.3% | $3,703-27.9% |