Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 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 | $87,830 | $80,992+8.4% | $96,564-9.0% | $75,184+16.8% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 12.89% | 27.06%-14.2pp | 25.89%-13.0pp | 160.78%-147.9pp |
| Employer contribution / active EE | $815 | $2,283-64.3% | $2,967-72.5% | $2,671-69.5% |
| Participant deferral / active EE | $4,649 | $3,929+18.3% | $4,852-4.2% | $4,127+12.7% |
| Admin fee / account holder | $5,650 | $6,717-15.9% | $8,256-31.6% | $5,6520% |