Filed August 26, 2022
Total covered: 2 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 | $13,963 | $40,264-65.3% | $57,349-75.7% | $59,633-76.6% |
| Participation rate | 48.9% | 69.2%-20.2pp | 75.1%-26.2pp | 68.7%-19.7pp |
| Annual return | -2.86% | 27.51%-30.4pp | 24.40%-27.3pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $457 | $1,922-76.2% | $2,689-83.0% | $2,203-79.2% |
| Participant deferral / active EE | $1,390 | $2,400-42.1% | $3,162-56.0% | $3,192-56.4% |
| Admin fee / account holder | $5,067 | $2,819+79.7% | $3,356+51.0% | $4,297+17.9% |