Filed December 15, 2022
Total covered: 3 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 | $81,461 | $87,834-7.3% | $133,975-39.2% | $62,881+29.5% |
| Participation rate | 65.5% | 83.4%-17.9pp | 87.1%-21.5pp | 69.3%-3.8pp |
| Annual return | 6.80% | 12.05%-5.3pp | 29.29%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,014 | $3,482+15.3% | $5,211-23.0% | $2,281+76.0% |
| Participant deferral / active EE | $4,052 | $4,812-15.8% | $6,282-35.5% | $3,203+26.5% |
| Admin fee / account holder | $1,457 | $5,372-72.9% | $9,324-84.4% | $4,296-66.1% |