Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 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 | $118,938 | $104,663+13.6% | $106,619+11.6% | - |
| Participation rate | 68.7% | 48.9%+19.8pp | 78.0%-9.3pp | - |
| Annual return | 7.76% | 2.51%+5.3pp | 9.42%-1.7pp | - |
| Employer contribution / active EE | $707 | $883-19.9% | $3,947-82.1% | - |
| Participant deferral / active EE | $7,072 | $2,465+186.9% | $3,930+80.0% | - |
| Admin fee / account holder | $6,877 | $3,531+94.8% | $6,418+7.2% | - |