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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,903 | $117,846-79.7% | $102,434-76.7% | $145,884-83.6% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 10.71% | 31.90%-21.2pp | 29.46%-18.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,273 | $3,615-64.8% | $3,023-57.9% | $4,662-72.7% |
| Participant deferral / active EE | $1,642 | $5,733-71.4% | $5,055-67.5% | $6,690-75.5% |
| Admin fee / account holder | $2,796 | $13,356-79.1% | $9,462-70.4% | $13,392-79.1% |