Filed December 27, 2024
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 | $19,394 | $75,541-74.3% | $152,093-87.2% | $82,637-76.5% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 19.97% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $594 | $2,622-77.3% | $4,175-85.8% | $2,552-76.7% |
| Participant deferral / active EE | $1,836 | $3,206-42.7% | $5,451-66.3% | $4,126-55.5% |
| Admin fee / account holder | $863 | $6,405-86.5% | $14,497-94.0% | $7,339-88.2% |