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 | $81,457+31.6% | $103,378+3.7% | $80,911+32.5% |
| Participation rate | 62.7% | 66.8%-4.2pp | 74.5%-11.9pp | 67.6%-5.0pp |
| Annual return | 14.74% | 25.58%-10.8pp | 24.91%-10.2pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,587 | $3,107-16.7% | $3,870-33.2% | $2,756-6.1% |
| Participant deferral / active EE | $4,209 | $3,871+8.7% | $5,058-16.8% | $4,297-2.1% |
| Admin fee / account holder | $7,409 | $6,717+10.3% | $8,401-11.8% | $6,935+6.8% |