Filed November 30, 2021 (most recent of 2 filings on file)
Total covered: 50 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,610 | $145,904-45.4% | $83,831-5.0% | - |
| Participation rate | 53.5% | 64.1%-10.6pp | 76.1%-22.6pp | - |
| Annual return | -6.00% | -3.19%-2.8pp | 850.99%-857.0pp | - |
| Employer contribution / active EE | $498 | $1,734-71.3% | $3,631-86.3% | - |
| Participant deferral / active EE | $4,976 | $2,760+80.3% | $4,082+21.9% | - |
| Admin fee / account holder | $9,557 | $8,727+9.5% | $5,479+74.4% | - |