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 | $75,541-31.1% | $152,093-65.8% | $82,637-37.0% |
| Participation rate | 43.9% | 66.5%-22.6pp | 77.8%-33.9pp | 68.1%-24.2pp |
| Annual return | 20.60% | 32.56%-12.0pp | 66.36%-45.8pp | 53.51%-32.9pp |
| Employer contribution / active EE | $1,149 | $2,622-56.2% | $4,175-72.5% | $2,552-55.0% |
| Participant deferral / active EE | $3,065 | $3,206-4.4% | $5,451-43.8% | $4,126-25.7% |
| Admin fee / account holder | $849 | $6,405-86.7% | $14,497-94.1% | $7,339-88.4% |