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 | $35,454 | $171,867-79.4% | $149,721-76.3% | $147,586-76.0% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 16.97% | 2113.36%-2096.4pp | 1501.67%-1484.7pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,168 | $6,275-65.4% | $5,444-60.2% | $4,876-55.5% |
| Participant deferral / active EE | $2,412 | $7,270-66.8% | $6,568-63.3% | $5,439-55.7% |
| Admin fee / account holder | $3,061 | $13,799-77.8% | $11,282-72.9% | $10,886-71.9% |