Filed August 1, 2025
Total covered: 5 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 | $37,949 | $101,798-62.7% | $165,071-77.0% | $80,935-53.1% |
| Participation rate | 56.8% | 71.8%-15.1pp | 78.6%-21.9pp | 67.7%-10.9pp |
| Annual return | 18.32% | 16.73%+1.6pp | 70.17%-51.8pp | 35.66%-17.3pp |
| Employer contribution / active EE | $961 | $2,954-67.5% | $4,347-77.9% | $2,757-65.1% |
| Participant deferral / active EE | $3,955 | $4,476-11.6% | $6,035-34.5% | $4,299-8.0% |
| Admin fee / account holder | $1,207 | $8,221-85.3% | $12,695-90.5% | $6,924-82.6% |