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 | $77,423 | $138,393-44.1% | $184,256-58.0% | $80,959-4.4% |
| Participation rate | 58.2% | 83.9%-25.7pp | 86.8%-28.6pp | 67.7%-9.4pp |
| Annual return | 11.64% | 20.01%-8.4pp | 28.85%-17.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $622 | $4,847-87.2% | $6,427-90.3% | $2,757-77.5% |
| Participant deferral / active EE | $3,313 | $7,076-53.2% | $9,133-63.7% | $4,300-23.0% |
| Admin fee / account holder | $4,539 | $10,489-56.7% | $13,899-67.3% | $6,925-34.5% |