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 | $78,690-33.9% | $161,489-67.8% | $87,485-40.5% |
| Participation rate | 43.9% | 67.5%-23.6pp | 78.7%-34.8pp | 68.9%-25.0pp |
| Annual return | 20.60% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,149 | $2,588-55.6% | $4,268-73.1% | $2,596-55.8% |
| Participant deferral / active EE | $3,065 | $3,311-7.4% | $5,630-45.6% | $4,274-28.3% |
| Admin fee / account holder | $849 | $6,724-87.4% | $16,006-94.7% | $7,775-89.1% |