Filed January 7, 2022 (most recent of 3 filings on file)
Total covered: 4 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 | $10,507 | $75,832-86.1% | $147,618-92.9% | $59,633-82.4% |
| Participation rate | 27.0% | 71.6%-44.6pp | 84.6%-57.7pp | 68.7%-41.7pp |
| Annual return | -2.71% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $690 | $3,485-80.2% | $5,565-87.6% | $2,203-68.7% |
| Participant deferral / active EE | $897 | $3,131-71.4% | $4,895-81.7% | $3,192-71.9% |
| Admin fee / account holder | $3,054 | $5,986-49.0% | $11,612-73.7% | $4,297-28.9% |