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 | $54,095 | $101,653-46.8% | $147,080-63.2% | $74,459-27.3% |
| Participation rate | 63.7% | 75.6%-11.8pp | 82.2%-18.5pp | 67.2%-3.5pp |
| Annual return | 41.35% | 8754.98%-8713.6pp | 420.17%-378.8pp | 1369.70%-1328.4pp |
| Employer contribution / active EE | $2,106 | $3,813-44.8% | $4,933-57.3% | $2,626-19.8% |
| Participant deferral / active EE | $5,294 | $7,304-27.5% | $8,066-34.4% | $4,350+21.7% |
| Admin fee / account holder | $2,272 | $1,752+29.7% | $12,989-82.5% | $1,945+16.8% |