Filed September 11, 2023
Total covered: 4 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 | $46,636 | $103,008-54.7% | $90,304-48.4% | $152,897-69.5% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.5%-70.0pp |
| Annual return | 26.29% | 95.22%-68.9pp | 78.13%-51.8pp | 345.43%-319.1pp |
| Employer contribution / active EE | $4,484 | $3,139+42.8% | $2,855+57.1% | $4,764-5.9% |
| Participant deferral / active EE | $7,143 | $4,281+66.8% | $3,885+83.8% | $5,851+22.1% |
| Admin fee / account holder | $19,623 | $6,175+217.8% | $5,354+266.5% | $11,599+69.2% |