Filed April 28, 2022 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,831 | $88,778-46.1% | $81,844-41.6% | $145,884-67.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.11% | 1033.03%-1024.9pp | 778.87%-770.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,514 | $3,087-18.6% | $2,916-13.8% | $4,662-46.1% |
| Participant deferral / active EE | $5,379 | $4,648+15.7% | $4,323+24.4% | $6,690-19.6% |
| Admin fee / account holder | $44,881 | $8,430+432.4% | $7,355+510.2% | $13,392+235.1% |