Filed March 28, 2023
Total covered: 32 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 | $46,687 | $172,111-72.9% | $150,298-68.9% | $137,256-66.0% |
| Participation rate | 54.2% | 81.7%-27.5pp | 77.8%-23.6pp | 80.0%-25.8pp |
| Annual return | 14.38% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,153 | $4,636-10.4% | $4,1540% | $4,156-0.1% |
| Participant deferral / active EE | $5,796 | $6,166-6.0% | $5,453+6.3% | $6,407-9.5% |
| Admin fee / account holder | $3,162 | $16,471-80.8% | $14,116-77.6% | $12,270-74.2% |