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 | $45,913 | $73,009-37.1% | $90,756-49.4% | $68,495-33.0% |
| Participation rate | 63.1% | 70.8%-7.8pp | 75.7%-12.6pp | 67.9%-4.8pp |
| Annual return | -16.63% | -13.81%-2.8pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,016 | $2,193-53.7% | $2,922-65.2% | $2,596-60.9% |
| Participant deferral / active EE | $2,254 | $3,626-37.8% | $4,565-50.6% | $4,028-44.0% |
| Admin fee / account holder | $723 | $5,896-87.7% | $8,445-91.4% | $5,403-86.6% |