Filed December 21, 2023
Total covered: 2 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 | $215,353 | $81,331+164.8% | $155,534+38.5% | $80,935+166.1% |
| Participation rate | 26.7% | 66.3%-39.6pp | 78.2%-51.6pp | 67.7%-41.0pp |
| Annual return | 17.33% | 33.37%-16.0pp | 64.92%-47.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $966 | $3,105-68.9% | $4,675-79.3% | $2,757-65.0% |
| Participant deferral / active EE | $3,271 | $3,454-5.3% | $5,630-41.9% | $4,299-23.9% |
| Admin fee / account holder | $11,072 | $7,999+38.4% | $15,900-30.4% | $6,924+59.9% |