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 | $78,690-70.8% | $161,489-85.8% | $87,485-73.7% |
| Participation rate | 43.7% | 67.5%-23.8pp | 78.7%-35.0pp | 68.9%-25.3pp |
| Annual return | 65.22% | 32.74%+32.5pp | 89.72%-24.5pp | 26.06%+39.2pp |
| Employer contribution / active EE | $931 | $2,588-64.0% | $4,268-78.2% | $2,596-64.1% |
| Participant deferral / active EE | $2,548 | $3,311-23.1% | $5,630-54.7% | $4,274-40.4% |
| Admin fee / account holder | $382 | $6,724-94.3% | $16,006-97.6% | $7,775-95.1% |