Filed April 22, 2023
Total covered: 4 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,041 | $202,342-95.5% | $172,752-94.8% | $152,897-94.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 17.79% | 1029.83%-1012.0pp | 802.97%-785.2pp | 345.43%-327.6pp |
| Employer contribution / active EE | $13,186 | $5,858+125.1% | $5,144+156.3% | $4,764+176.8% |
| Participant deferral / active EE | $5,696 | $5,948-4.2% | $5,198+9.6% | $5,851-2.7% |
| Admin fee / account holder | $1,404 | $17,111-91.8% | $13,955-89.9% | $11,599-87.9% |