Filed November 15, 2023 (most recent of 3 filings on file)
Total covered: 8 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 | $67,285 | $52,353+28.5% | $120,225-44.0% | $82,448-18.4% |
| Participation rate | 49.3% | 58.3%-9.0pp | 69.6%-20.2pp | 68.1%-18.7pp |
| Annual return | 12.27% | 61.85%-49.6pp | 439.23%-427.0pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,881 | $1,510+24.5% | $3,475-45.9% | $2,551-26.3% |
| Participant deferral / active EE | $2,357 | $2,627-10.3% | $3,999-41.1% | $4,139-43.1% |
| Admin fee / account holder | $17,871 | $4,363+309.6% | $5,696+213.7% | $7,234+147.0% |