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 | $90,015 | $63,114+42.6% | $92,915-3.1% | $65,186+38.1% |
| Participation rate | 53.5% | 68.8%-15.3pp | 76.0%-22.5pp | 70.2%-16.7pp |
| Annual return | 20.11% | 28.75%-8.6pp | 109.45%-89.3pp | 29.39%-9.3pp |
| Employer contribution / active EE | $462 | $2,571-82.0% | $3,653-87.4% | $2,177-78.8% |
| Participant deferral / active EE | $4,615 | $3,108+48.5% | $4,238+8.9% | $3,514+31.3% |
| Admin fee / account holder | $1,419 | $624+127.6% | $5,796-75.5% | $847+67.5% |