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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,832 | $76,696+5.4% | $96,538-16.3% | $71,529+13.0% |
| Participation rate | 64.0% | 66.6%-2.6pp | 74.3%-10.4pp | 67.9%-4.0pp |
| Annual return | 14.43% | 48.32%-33.9pp | 35.74%-21.3pp | 28.97%-14.5pp |
| Employer contribution / active EE | $602 | $3,032-80.1% | $3,740-83.9% | $2,590-76.7% |
| Participant deferral / active EE | $6,995 | $3,770+85.5% | $4,880+43.3% | $4,291+63.0% |
| Admin fee / account holder | $4,017 | $2,030+97.9% | $6,737-40.4% | $1,588+152.9% |