Filed May 22, 2023 (most recent of 5 filings on file)
Total covered: 5 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,824 | $89,739+24.6% | $149,721-25.3% | $62,293+79.5% |
| Participation rate | 66.1% | 85.1%-19.0pp | 87.1%-21.0pp | 69.5%-3.5pp |
| Annual return | 17.87% | 21.01%-3.1pp | 1501.67%-1483.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,138 | $3,233-64.8% | $5,444-79.1% | $2,042-44.3% |
| Participant deferral / active EE | $1,730 | $4,797-63.9% | $6,568-73.7% | $3,169-45.4% |
| Admin fee / account holder | $9,620 | $551+1645.1% | $11,282-14.7% | $479+1906.8% |