Filed August 18, 2023 (most recent of 2 filings on file)
Total covered: 2 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 | $103,271 | $88,778+16.3% | $81,844+26.2% | $145,884-29.2% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 14.75% | 1033.03%-1018.3pp | 778.87%-764.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $4,805 | $3,087+55.7% | $2,916+64.8% | $4,662+3.1% |
| Participant deferral / active EE | $6,262 | $4,648+34.7% | $4,323+44.8% | $6,690-6.4% |
| Admin fee / account holder | $42,168 | $8,430+400.2% | $7,355+473.3% | $13,392+214.9% |