Filed November 25, 2022
Total covered: 5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,975 | $166,131-80.2% | $164,975-80.0% | $145,877-77.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | -94.86% | 100.37%-195.2pp | 70.12%-165.0pp | 551.28%-646.1pp |
| Employer contribution / active EE | $15,698 | $5,276+197.6% | $4,343+261.5% | $4,663+236.7% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,888 | $16,648-40.6% | $12,688-22.1% | $13,402-26.2% |