Filed February 21, 2023
Total covered: 31 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,322 | $83,369-61.2% | $105,223-69.3% | $67,986-52.5% |
| Participation rate | 16.9% | 56.3%-39.4pp | 75.0%-58.2pp | 57.2%-40.3pp |
| Annual return | 9.12% | 24.64%-15.5pp | 180.65%-171.5pp | 31.67%-22.5pp |
| Employer contribution / active EE | $93 | $2,541-96.4% | $3,689-97.5% | $2,019-95.4% |
| Participant deferral / active EE | $1,558 | $3,295-52.7% | $5,072-69.3% | $3,358-53.6% |
| Admin fee / account holder | $7,966 | $4,073+95.6% | $8,859-10.1% | $3,203+148.7% |