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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,074 | $76,367-54.1% | $93,614-62.5% | $72,983-51.9% |
| Participation rate | 46.7% | 71.7%-25.0pp | 75.8%-29.1pp | 69.5%-22.7pp |
| Annual return | 17.22% | 25.82%-8.6pp | 32.76%-15.5pp | 81.01%-63.8pp |
| Employer contribution / active EE | $540 | $2,275-76.3% | $2,718-80.1% | $2,440-77.9% |
| Participant deferral / active EE | $1,194 | $3,538-66.2% | $4,069-70.7% | $3,608-66.9% |
| Admin fee / account holder | $12,930 | $6,838+89.1% | $7,889+63.9% | $5,124+152.3% |