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 | $145,431-38.3% | $211,142-57.5% | $87,485+2.6% |
| Participation rate | 57.4% | 84.7%-27.3pp | 87.3%-29.8pp | 68.9%-11.5pp |
| Annual return | 14.53% | 27.21%-12.7pp | 46.84%-32.3pp | 26.06%-11.5pp |
| Employer contribution / active EE | $624 | $4,662-86.6% | $6,442-90.3% | $2,596-76.0% |
| Participant deferral / active EE | $3,504 | $6,859-48.9% | $9,284-62.3% | $4,274-18.0% |
| Admin fee / account holder | $7,904 | $17,052-53.6% | $19,076-58.6% | $7,775+1.7% |