Filed January 12, 2024
Total covered: 6 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 | $22,979 | $86,050-73.3% | $189,758-87.9% | $94,015-75.6% |
| Participation rate | 43.7% | 68.9%-25.2pp | 79.8%-36.1pp | 70.8%-27.2pp |
| Annual return | 65.22% | 17.77%+47.4pp | 52.62%+12.6pp | 17.84%+47.4pp |
| Employer contribution / active EE | $931 | $2,819-67.0% | $4,767-80.5% | $2,790-66.6% |
| Participant deferral / active EE | $2,548 | $3,349-23.9% | $5,856-56.5% | $4,249-40.0% |
| Admin fee / account holder | $382 | $6,627-94.2% | $20,388-98.1% | $8,951-95.7% |