Filed January 22, 2025
Total covered: 2 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 | $29,769 | $55,902-46.7% | $76,030-60.8% | $80,959-63.2% |
| Participation rate | 21.6% | 62.1%-40.4pp | 69.1%-47.4pp | 67.7%-46.0pp |
| Annual return | 217.95% | 20.59%+197.4pp | 361.54%-143.6pp | 35.67%+182.3pp |
| Employer contribution / active EE | $1,455 | $1,867-22.0% | $2,688-45.8% | $2,757-47.2% |
| Participant deferral / active EE | $1,463 | $3,051-52.1% | $4,257-65.6% | $4,300-66.0% |
| Admin fee / account holder | $946 | $5,239-82.0% | $6,421-85.3% | $6,925-86.3% |