Filed August 29, 2025
Total covered: 3 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 | $27,204 | $124,425-78.1% | $112,040-75.7% | $137,256-80.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 15.26% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,800 | $3,411-47.2% | $2,954-39.1% | $4,156-56.7% |
| Participant deferral / active EE | $2,023 | $5,718-64.6% | $5,098-60.3% | $6,407-68.4% |
| Admin fee / account holder | $1,183 | $15,207-92.2% | $12,098-90.2% | $12,270-90.4% |