Filed January 11, 2024
Total covered: 2 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 | $65,270 | $78,015-16.3% | $178,505-63.4% | $80,959-19.4% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.5pp | 67.7%-1.0pp |
| Annual return | 101.12% | 18.10%+83.0pp | 27.16%+74.0pp | 35.67%+65.5pp |
| Employer contribution / active EE | $2,490 | $2,281+9.1% | $3,955-37.1% | $2,757-9.7% |
| Participant deferral / active EE | $5,351 | $4,406+21.5% | $6,280-14.8% | $4,300+24.4% |
| Admin fee / account holder | $5,281 | $7,160-26.2% | $10,428-49.4% | $6,925-23.7% |