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 | $19,673 | $73,848-73.4% | $143,799-86.3% | $68,486-71.3% |
| Participation rate | 43.3% | 66.7%-23.3pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -15.23% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $980 | $3,184-69.2% | $4,952-80.2% | $2,597-62.3% |
| Participant deferral / active EE | $2,412 | $3,385-28.7% | $5,638-57.2% | $4,028-40.1% |
| Admin fee / account holder | $333 | $5,755-94.2% | $14,677-97.7% | $5,404-93.8% |