Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,225 | $95,417+205.2% | $135,974+114.2% | $74,460+291.1% |
| Participation rate | 64.7% | 78.2%-13.5pp | 81.9%-17.2pp | 70.7%-6.0pp |
| Annual return | 10.89% | 32.76%-21.9pp | 68.30%-57.4pp | 34.38%-23.5pp |
| Employer contribution / active EE | $2,005 | $3,878-48.3% | $4,859-58.7% | $2,638-24.0% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |