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 | $55,930-46.8% | $76,089-60.9% | $80,925-63.2% |
| Participation rate | 21.6% | 62.1%-40.4pp | 69.1%-47.5pp | 67.7%-46.0pp |
| Annual return | 217.95% | 20.58%+197.4pp | 360.94%-143.0pp | 35.65%+182.3pp |
| Employer contribution / active EE | $1,455 | $1,866-22.0% | $2,690-45.9% | $2,756-47.2% |
| Participant deferral / active EE | $1,463 | $3,051-52.0% | $4,259-65.7% | $4,299-66.0% |
| Admin fee / account holder | $946 | $5,241-82.0% | $6,418-85.3% | $6,940-86.4% |