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 | $88,360-24.7% | $145,433-54.2% | $67,986-2.1% |
| Participation rate | 62.7% | 65.5%-2.8pp | 82.1%-19.4pp | 57.2%+5.5pp |
| Annual return | 24.09% | 63.15%-39.1pp | 66.58%-42.5pp | 31.67%-7.6pp |
| Employer contribution / active EE | $2,146 | $3,054-29.7% | $4,554-52.9% | $2,019+6.3% |
| Participant deferral / active EE | $5,509 | $5,932-7.1% | $7,897-30.2% | $3,358+64.1% |
| Admin fee / account holder | $2,969 | $3,313-10.4% | $13,129-77.4% | $3,203-7.3% |