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 | $15,881 | $95,383-83.4% | $185,837-91.5% | $85,856-81.5% |
| Participation rate | 47.1% | 68.8%-21.7pp | 81.7%-34.6pp | 69.3%-22.3pp |
| Annual return | 18.83% | 23.59%-4.8pp | 122.08%-103.3pp | 318.58%-299.8pp |
| Employer contribution / active EE | $871 | $3,313-73.7% | $5,168-83.1% | $2,565-66.0% |
| Participant deferral / active EE | $1,912 | $3,423-44.1% | $5,568-65.7% | $3,952-51.6% |
| Admin fee / account holder | $684 | $7,213-90.5% | $16,241-95.8% | $6,261-89.1% |