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 | $34,843 | $110,212-68.4% | $96,534-63.9% | $139,466-75.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 11.28% | 26.42%-15.1pp | 25.88%-14.6pp | 373.66%-362.4pp |
| Employer contribution / active EE | $2,073 | $3,620-42.7% | $2,965-30.1% | $4,754-56.4% |
| Participant deferral / active EE | $2,918 | $5,547-47.4% | $4,851-39.8% | $6,712-56.5% |
| Admin fee / account holder | $4,589 | $11,599-60.4% | $8,253-44.4% | $11,409-59.8% |