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 | $51,471 | $49,177+4.7% | $79,466-35.2% | $64,173-19.8% |
| Participation rate | 43.1% | 65.0%-21.9pp | 73.3%-30.2pp | 69.6%-26.5pp |
| Annual return | -4.47% | -1.16%-3.3pp | 718.28%-722.8pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,671 | $3,839-4.4% | $5,104-28.1% | $4,887-24.9% |