Filed September 28, 2023
Total covered: 3 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 | $75,040 | $94,436-20.5% | $115,599-35.1% | $82,637-9.2% |
| Participation rate | 46.3% | 70.4%-24.2pp | 74.3%-28.0pp | 68.1%-21.8pp |
| Annual return | 16.08% | 18.37%-2.3pp | 111.10%-95.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,041 | $2,324-55.2% | $2,955-64.8% | $2,552-59.2% |
| Participant deferral / active EE | $2,332 | $3,955-41.0% | $4,889-52.3% | $4,126-43.5% |
| Admin fee / account holder | $8,675 | $10,328-16.0% | $12,841-32.4% | $7,339+18.2% |