Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 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 | $66,566 | $90,107-26.1% | $182,262-63.5% | $69,733-4.5% |
| Participation rate | 62.7% | 64.8%-2.1pp | 84.2%-21.5pp | 62.5%+0.2pp |
| Annual return | 24.09% | 95.58%-71.5pp | 140.60%-116.5pp | 15.22%+8.9pp |
| Employer contribution / active EE | $2,146 | $3,043-29.5% | $5,046-57.5% | $2,250-4.6% |
| Participant deferral / active EE | $5,509 | $5,135+7.3% | $8,276-33.4% | $3,054+80.4% |
| Admin fee / account holder | $2,969 | $3,377-12.1% | $16,712-82.2% | $3,102-4.3% |