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 | $34,820 | $175,231-80.1% | $149,696-76.7% | $139,466-75.0% |
| Participation rate | 40.9% | 83.4%-42.5pp | 78.8%-37.9pp | 80.3%-39.4pp |
| Annual return | 12.67% | 166.77%-154.1pp | 134.46%-121.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $2,031 | $5,478-62.9% | $4,821-57.9% | $4,754-57.3% |
| Participant deferral / active EE | $3,456 | $6,521-47.0% | $5,682-39.2% | $6,712-48.5% |
| Admin fee / account holder | $1,531 | $16,155-90.5% | $13,212-88.4% | $11,409-86.6% |