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 | $50,617 | $98,776-48.8% | $149,745-66.2% | $79,856-36.6% |
| Participation rate | 47.8% | 75.8%-28.0pp | 82.5%-34.7pp | 69.6%-21.8pp |
| Annual return | 19.56% | 27.38%-7.8pp | 276.72%-257.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,784 | $3,217-44.5% | $4,646-61.6% | $2,471-27.8% |
| Participant deferral / active EE | $3,856 | $5,681-32.1% | $6,843-43.6% | $3,741+3.1% |
| Admin fee / account holder | $5,080 | $6,053-16.1% | $9,312-45.4% | $5,306-4.3% |