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 | $39,283 | $81,276-51.7% | $155,574-74.7% | $80,925-51.5% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 13.66% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,101 | $3,103-64.5% | $4,676-76.4% | $2,756-60.0% |
| Participant deferral / active EE | $3,055 | $3,453-11.5% | $5,629-45.7% | $4,299-28.9% |
| Admin fee / account holder | $391 | $7,993-95.1% | $15,914-97.5% | $6,940-94.4% |