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 | $44,203 | $77,817-43.2% | $123,553-64.2% | $64,173-31.1% |
| Participation rate | 44.4% | 74.7%-30.3pp | 82.3%-37.9pp | 69.6%-25.1pp |
| Annual return | -6.85% | 12.49%-19.3pp | 119.21%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,697 | $3,014-43.7% | $4,628-63.3% | $2,381-28.7% |
| Participant deferral / active EE | $3,618 | $5,240-31.0% | $6,426-43.7% | $3,470+4.3% |
| Admin fee / account holder | $7,529 | $5,519+36.4% | $9,284-18.9% | $4,887+54.0% |