Filed December 9, 2021 (most recent of 3 filings on file)
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,413 | $101,798+50.7% | $165,071-7.1% | $80,935+89.5% |
| Participation rate | 63.0% | 71.8%-8.9pp | 78.6%-15.7pp | 67.7%-4.7pp |
| Annual return | 15.54% | 16.73%-1.2pp | 70.17%-54.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $433 | $2,954-85.4% | $4,347-90.0% | $2,757-84.3% |
| Participant deferral / active EE | $3,318 | $4,476-25.9% | $6,035-45.0% | $4,299-22.8% |
| Admin fee / account holder | $5,698 | $8,221-30.7% | $12,695-55.1% | $6,924-17.7% |