Filed February 27, 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 | $52,024 | $86,050-39.5% | $189,758-72.6% | $94,015-44.7% |
| Participation rate | 43.9% | 68.9%-25.0pp | 79.8%-35.9pp | 70.8%-26.9pp |
| Annual return | 20.60% | 17.77%+2.8pp | 52.62%-32.0pp | 17.84%+2.8pp |
| Employer contribution / active EE | $1,149 | $2,819-59.3% | $4,767-75.9% | $2,790-58.8% |
| Participant deferral / active EE | $3,065 | $3,349-8.5% | $5,856-47.7% | $4,249-27.9% |
| Admin fee / account holder | $849 | $6,627-87.2% | $20,388-95.8% | $8,951-90.5% |