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 | $81,504+31.6% | $102,437+4.7% | $80,959+32.4% |
| Participation rate | 62.7% | 66.9%-4.2pp | 74.5%-11.9pp | 67.7%-5.0pp |
| Annual return | 14.74% | 25.60%-10.9pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,587 | $3,104-16.6% | $3,871-33.2% | $2,757-6.2% |
| Participant deferral / active EE | $4,209 | $3,871+8.7% | $5,060-16.8% | $4,300-2.1% |
| Admin fee / account holder | $7,409 | $6,719+10.3% | $8,388-11.7% | $6,925+7.0% |