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 | $63,058 | $110,083-42.7% | $151,645-58.4% | $68,490-7.9% |
| Participation rate | 54.5% | 84.0%-29.4pp | 87.5%-32.9pp | 67.9%-13.4pp |
| Annual return | -16.27% | -10.12%-6.1pp | 3.34%-19.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $667 | $4,470-85.1% | $6,165-89.2% | $2,597-74.3% |
| Participant deferral / active EE | $3,371 | $6,526-48.4% | $8,363-59.7% | $4,028-16.3% |
| Admin fee / account holder | $2,654 | $7,718-65.6% | $11,614-77.2% | $5,403-50.9% |