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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,539 | $110,137-57.7% | $161,149-71.1% | $82,637-43.7% |
| Participation rate | 51.8% | 72.4%-20.6pp | 78.8%-27.1pp | 68.1%-16.3pp |
| Annual return | 9.82% | 20.69%-10.9pp | 21.16%-11.3pp | 53.51%-43.7pp |
| Employer contribution / active EE | $990 | $2,856-65.3% | $4,360-77.3% | $2,552-61.2% |
| Participant deferral / active EE | $4,207 | $4,575-8.0% | $6,153-31.6% | $4,126+2.0% |
| Admin fee / account holder | $2,131 | $9,467-77.5% | $15,194-86.0% | $7,339-71.0% |