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 | $227,399-79.5% | $189,758-75.4% | $198,609-76.5% |
| Participation rate | 54.2% | 84.0%-29.8pp | 79.8%-25.6pp | 82.4%-28.2pp |
| Annual return | 14.38% | 61.03%-46.7pp | 52.62%-38.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $4,153 | $5,526-24.9% | $4,767-12.9% | $5,055-17.9% |
| Participant deferral / active EE | $5,796 | $6,837-15.2% | $5,856-1.0% | $6,977-16.9% |
| Admin fee / account holder | $3,162 | $25,162-87.4% | $20,388-84.5% | $19,030-83.4% |