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 | $56,431+19.2% | $130,788-48.6% | $87,485-23.1% |
| Participation rate | 49.3% | 58.9%-9.6pp | 70.1%-20.8pp | 68.9%-19.6pp |
| Annual return | 12.27% | 91.27%-79.0pp | 386.44%-374.2pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,881 | $1,549+21.4% | $3,558-47.1% | $2,596-27.6% |
| Participant deferral / active EE | $2,357 | $2,749-14.3% | $4,137-43.0% | $4,274-44.8% |
| Admin fee / account holder | $17,871 | $4,433+303.1% | $6,673+167.8% | $7,775+129.9% |