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 | $87,963 | $56,894+54.6% | $84,753+3.8% | $62,881+39.9% |
| Participation rate | 69.0% | 68.5%+0.4pp | 76.6%-7.6pp | 69.3%-0.3pp |
| Annual return | 11.04% | 6.30%+4.7pp | 22.78%-11.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,172 | $2,400-9.5% | $3,574-39.2% | $2,281-4.8% |
| Participant deferral / active EE | $4,566 | $2,709+68.6% | $3,712+23.0% | $3,203+42.6% |
| Admin fee / account holder | $838 | $3,581-76.6% | $5,333-84.3% | $4,296-80.5% |