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 | $88,702+16.4% | $81,780+26.3% | $145,978-29.3% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 14.75% | 1029.12%-1014.4pp | 776.27%-761.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $4,805 | $3,084+55.8% | $2,914+64.9% | $4,662+3.1% |
| Participant deferral / active EE | $6,262 | $4,645+34.8% | $4,321+44.9% | $6,690-6.4% |
| Admin fee / account holder | $42,168 | $8,414+401.1% | $7,384+471.1% | $13,400+214.7% |