Filed December 8, 2023 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,696 | $86,949-76.2% | $102,460-79.8% | $80,959-74.4% |
| Participation rate | 65.7% | 72.4%-6.7pp | 76.5%-10.8pp | 67.7%-2.0pp |
| Annual return | 9.53% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $874 | $2,370-63.1% | $3,025-71.1% | $2,757-68.3% |
| Participant deferral / active EE | $1,860 | $4,121-54.9% | $5,056-63.2% | $4,300-56.7% |
| Admin fee / account holder | $3,635 | $8,048-54.8% | $9,460-61.6% | $6,925-47.5% |