Filed January 12, 2022 (most recent of 4 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.)
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 | $26,286 | $123,793-78.8% | $177,848-85.2% | $79,856-67.1% |
| Participation rate | 67.6% | 84.7%-17.1pp | 87.7%-20.1pp | 69.6%-2.1pp |
| Annual return | 19.41% | 22.82%-3.4pp | 48.33%-28.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,621 | $4,095-36.0% | $5,919-55.7% | $2,471+6.1% |
| Participant deferral / active EE | $3,942 | $5,956-33.8% | $7,714-48.9% | $3,741+5.4% |
| Admin fee / account holder | $575 | $7,243-92.1% | $12,431-95.4% | $5,306-89.2% |