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 | $42,662 | $93,617-54.4% | $135,982-68.6% | $75,177-43.3% |
| Participation rate | 52.3% | 75.2%-22.9pp | 81.9%-29.6pp | 67.2%-14.9pp |
| Annual return | 20.10% | 30.89%-10.8pp | 68.32%-48.2pp | 160.75%-140.7pp |
| Employer contribution / active EE | $1,642 | $3,538-53.6% | $4,859-66.2% | $2,671-38.5% |
| Participant deferral / active EE | $4,035 | $6,406-37.0% | $7,760-48.0% | $4,126-2.2% |
| Admin fee / account holder | $9,472 | $6,980+35.7% | $10,767-12.0% | $5,651+67.6% |