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 | $42,507 | $105,200-59.6% | $159,474-73.3% | $85,847-50.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 14.81% | 45.08%-30.3pp | 263.68%-248.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,433 | $3,319-56.8% | $4,831-70.3% | $2,565-44.1% |
| Participant deferral / active EE | $3,854 | $5,946-35.2% | $7,353-47.6% | $3,952-2.5% |
| Admin fee / account holder | $11,195 | $6,934+61.4% | $10,802+3.6% | $6,261+78.8% |