Filed January 27, 2022 (most recent of 2 filings on file)
Total covered: 8 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 | $89,760 | $146,267-38.6% | $197,124-54.5% | $82,448+8.9% |
| Participation rate | 57.4% | 84.0%-26.6pp | 86.7%-29.3pp | 68.1%-10.6pp |
| Annual return | 14.53% | 29.61%-15.1pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $624 | $4,723-86.8% | $6,227-90.0% | $2,551-75.5% |
| Participant deferral / active EE | $3,504 | $7,035-50.2% | $9,135-61.6% | $4,139-15.4% |
| Admin fee / account holder | $7,904 | $14,422-45.2% | $16,298-51.5% | $7,234+9.3% |