Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 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 | $97,871 | $110,083-11.1% | $151,645-35.5% | $68,490+42.9% |
| Participation rate | 60.3% | 84.0%-23.7pp | 87.5%-27.2pp | 67.9%-7.6pp |
| Annual return | -10.73% | -10.12%-0.6pp | 3.34%-14.1pp | -7.85%-2.9pp |
| Employer contribution / active EE | $1,772 | $4,470-60.4% | $6,165-71.3% | $2,597-31.8% |
| Participant deferral / active EE | $2,946 | $6,526-54.9% | $8,363-64.8% | $4,028-26.9% |
| Admin fee / account holder | $5,552 | $7,718-28.1% | $11,614-52.2% | $5,403+2.8% |