Filed August 24, 2021 (most recent of 4 filings on file)
Total covered: 4 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 | $101,592 | $86,949+16.8% | $102,460-0.8% | $80,959+25.5% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 11.20% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,353 | $2,370-42.9% | $3,025-55.3% | $2,757-50.9% |
| Participant deferral / active EE | $4,778 | $4,121+16.0% | $5,056-5.5% | $4,300+11.1% |
| Admin fee / account holder | $53,033 | $8,048+559.0% | $9,460+460.6% | $6,925+665.8% |