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 | $66,566 | $76,642-13.1% | $146,866-54.7% | $65,306+1.9% |
| Participation rate | 62.7% | 61.2%+1.5pp | 82.5%-19.8pp | 57.7%+5.0pp |
| Annual return | 24.09% | 33.40%-9.3pp | 102.85%-78.8pp | 21.94%+2.2pp |
| Employer contribution / active EE | $2,146 | $2,621-18.1% | $4,425-51.5% | $1,967+9.1% |
| Participant deferral / active EE | $5,509 | $4,864+13.3% | $7,759-29.0% | $2,959+86.2% |
| Admin fee / account holder | $2,969 | $3,960-25.0% | $13,620-78.2% | $3,480-14.7% |