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 | $75,058-11.3% | $152,301-56.3% | $64,340+3.5% |
| Participation rate | 62.7% | 60.9%+1.8pp | 82.4%-19.7pp | 55.2%+7.5pp |
| Annual return | 24.09% | 29.93%-5.8pp | 80.50%-56.4pp | 24.14%0pp |
| Employer contribution / active EE | $2,146 | $2,605-17.6% | $4,624-53.6% | $1,862+15.3% |
| Participant deferral / active EE | $5,509 | $5,041+9.3% | $8,004-31.2% | $2,980+84.9% |
| Admin fee / account holder | $2,969 | $4,050-26.7% | $14,398-79.4% | $3,703-19.8% |