Filed March 5, 2025
Total covered: 34 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,604 | $53,128-1.0% | $86,582-39.2% | $70,126-25.0% |
| Participation rate | 43.1% | 65.3%-22.2pp | 73.5%-30.4pp | 69.5%-26.4pp |
| Annual return | 20.54% | 27.66%-7.1pp | 965.08%-944.5pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,390 | $3,584-5.4% | $4,904-30.9% | $4,645-27.0% |