Filed June 1, 2022
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 | $45,917 | $98,760-53.5% | $149,715-69.3% | $79,858-42.5% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.5pp |
| Annual return | 17.42% | 27.43%-10.0pp | 276.66%-259.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,475 | $3,217-54.1% | $4,645-68.2% | $2,471-40.3% |
| Participant deferral / active EE | $3,393 | $5,681-40.3% | $6,842-50.4% | $3,740-9.3% |
| Admin fee / account holder | $5,127 | $6,053-15.3% | $9,310-44.9% | $5,306-3.4% |