Filed November 9, 2023
Total covered: 18 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,717 | $110,270-60.4% | $96,564-54.7% | $139,500-68.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 1.37% | 26.43%-25.1pp | 25.89%-24.5pp | 373.99%-372.6pp |
| Employer contribution / active EE | $0 | $3,623-100.0% | $2,967-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,852-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21,610 | $11,606+86.2% | $8,256+161.7% | $11,410+89.4% |