Filed December 2, 2022
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,445 | $153,769-76.9% | $133,975-73.5% | $273,972-87.1% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 5.52% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,371 | $6,029-10.9% | $5,211+3.1% | $4,869+10.3% |
| Participant deferral / active EE | $1,998 | $6,958-71.3% | $6,282-68.2% | $5,287-62.2% |
| Admin fee / account holder | $10,211 | $11,765-13.2% | $9,324+9.5% | $10,133+0.8% |