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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,981 | $124,346-79.1% | $111,308-76.7% | $167,536-84.5% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 12.09% | 37.45%-25.4pp | 54.67%-42.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $1,984 | $3,437-42.3% | $2,732-27.4% | $4,839-59.0% |
| Participant deferral / active EE | $2,740 | $5,182-47.1% | $4,487-38.9% | $6,342-56.8% |
| Admin fee / account holder | $1,377 | $10,621-87.0% | $7,965-82.7% | $12,315-88.8% |