Filed March 27, 2023
Total covered: 4 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 | $107,227 | $81,476+31.6% | $102,383+4.7% | $80,925+32.5% |
| Participation rate | 62.7% | 66.8%-4.2pp | 74.5%-11.9pp | 67.7%-5.0pp |
| Annual return | 14.74% | 25.59%-10.9pp | 24.94%-10.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,587 | $3,105-16.7% | $3,870-33.2% | $2,756-6.1% |
| Participant deferral / active EE | $4,209 | $3,871+8.7% | $5,060-16.8% | $4,299-2.1% |
| Admin fee / account holder | $7,409 | $6,717+10.3% | $8,391-11.7% | $6,940+6.8% |