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 | $94,031-20.2% | $115,768-35.2% | $82,448-9.0% |
| Participation rate | 46.3% | 70.4%-24.2pp | 74.4%-28.1pp | 68.1%-21.8pp |
| Annual return | 16.08% | 20.61%-4.5pp | 100.46%-84.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,041 | $2,323-55.2% | $2,940-64.6% | $2,551-59.2% |
| Participant deferral / active EE | $2,332 | $3,972-41.3% | $4,917-52.6% | $4,139-43.7% |
| Admin fee / account holder | $8,675 | $10,249-15.4% | $12,439-30.3% | $7,234+19.9% |