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 | $204,653 | $142,409+43.7% | $119,634+71.1% | $134,545+52.1% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -46.64% | -12.46%-34.2pp | -14.98%-31.7pp | 418.37%-465.0pp |
| Employer contribution / active EE | $18,293 | $5,224+250.1% | $4,232+332.2% | $4,742+285.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,114 | $13,594-18.2% | $10,329+7.6% | $11,431-2.8% |