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 | $185,312-74.8% | $161,489-71.1% | $154,746-69.8% |
| Participation rate | 54.2% | 82.5%-28.3pp | 78.7%-24.5pp | 80.7%-26.5pp |
| Annual return | 14.38% | 103.84%-89.5pp | 89.72%-75.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,153 | $4,769-12.9% | $4,268-2.7% | $4,379-5.2% |
| Participant deferral / active EE | $5,796 | $6,350-8.7% | $5,630+3.0% | $6,730-13.9% |
| Admin fee / account holder | $3,162 | $18,654-83.0% | $16,006-80.2% | $14,365-78.0% |