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 | $88,396 | $64,176+37.7% | $112,249-21.2% | $66,938+32.1% |
| Participation rate | 56.3% | 68.4%-12.1pp | 75.1%-18.8pp | 69.8%-13.5pp |
| Annual return | -18.19% | -13.80%-4.4pp | 27.48%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,103 | $3,007-30.1% | $3,636-42.2% | $2,545-17.4% |
| Participant deferral / active EE | $4,592 | $3,694+24.3% | $4,729-2.9% | $4,238+8.3% |
| Admin fee / account holder | $1,070 | $626+70.9% | $6,412-83.3% | $594+80.2% |