Filed December 19, 2023
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,136 | $174,379-60.9% | $152,093-55.2% | $138,895-50.9% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 22.11% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,513 | $6,159+38.2% | $5,451+56.2% | $6,396+33.1% |
| Admin fee / account holder | $1,173 | $16,880-93.1% | $14,497-91.9% | $12,562-90.7% |