Filed June 23, 2023 (most recent of 2 filings on file)
Total covered: 7 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,113 | $72,177-44.4% | $115,038-65.1% | $59,633-32.7% |
| Participation rate | 65.1% | 72.6%-7.4pp | 81.4%-16.3pp | 68.7%-3.6pp |
| Annual return | 0.57% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $557 | $2,841-80.4% | $4,608-87.9% | $2,203-74.7% |
| Participant deferral / active EE | $5,566 | $4,783+16.4% | $6,026-7.6% | $3,192+74.4% |
| Admin fee / account holder | $6,429 | $4,927+30.5% | $8,175-21.4% | $4,297+49.6% |