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.
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 | $127,687 | $54,368+134.9% | $117,039+9.1% | $62,293+105.0% |
| Participation rate | 68.6% | 64.9%+3.6pp | 77.2%-8.6pp | 69.5%-0.9pp |
| Annual return | 17.50% | 21.77%-4.3pp | 18.95%-1.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $602 | $1,692-64.4% | $3,785-84.1% | $2,042-70.5% |
| Participant deferral / active EE | $6,012 | $2,269+165.0% | $3,929+53.0% | $3,169+89.7% |
| Admin fee / account holder | $12,458 | $493+2424.8% | $5,974+108.5% | $479+2499.1% |