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 | $103,418 | $73,978+39.8% | $96,515+7.2% | $75,173+37.6% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.1pp |
| Annual return | 20.56% | 26.72%-6.2pp | 35.73%-15.2pp | 160.72%-140.2pp |
| Employer contribution / active EE | $3,171 | $2,931+8.2% | $3,740-15.2% | $2,671+18.7% |
| Participant deferral / active EE | $5,111 | $3,660+39.6% | $4,880+4.7% | $4,126+23.9% |
| Admin fee / account holder | $4,707 | $5,219-9.8% | $6,735-30.1% | $5,651-16.7% |