Filed May 5, 2022 (most recent of 3 filings on file)
Total covered: 57 employees
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Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,914 | $100,060-64.1% | $149,721-76.0% | $70,126-48.8% |
| Participation rate | 75.9% | 83.6%-7.7pp | 87.1%-11.2pp | 69.5%+6.3pp |
| Annual return | 16.62% | 27.46%-10.8pp | 1501.67%-1485.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $674 | $3,661-81.6% | $5,444-87.6% | $2,343-71.2% |
| Participant deferral / active EE | $3,002 | $4,982-39.7% | $6,568-54.3% | $3,332-9.9% |
| Admin fee / account holder | $4,564 | $8,285-44.9% | $11,282-59.5% | $4,645-1.7% |