Filed February 14, 2023 (most recent of 2 filings on file)
Total covered: 9 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $93,537 | $73,988+26.4% | $96,538-3.1% | $75,177+24.4% |
| Participation rate | 52.3% | 66.4%-14.1pp | 74.3%-22.0pp | 67.2%-14.9pp |
| Annual return | 511.56% | 26.73%+484.8pp | 35.74%+475.8pp | 160.75%+350.8pp |
| Employer contribution / active EE | $8,332 | $2,930+184.4% | $3,740+122.8% | $2,671+212.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,362 | $5,220+117.7% | $6,737+68.6% | $5,651+101.1% |