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 | $49,004 | $60,119-18.5% | $90,430-45.8% | $79,858-38.6% |
| Participation rate | 16.2% | 65.0%-48.8pp | 72.7%-56.5pp | 69.6%-53.4pp |
| Annual return | 19.50% | 71.94%-52.4pp | 1293.73%-1274.2pp | 31.72%-12.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $995 | $3,976-75.0% | $5,613-82.3% | $5,306-81.2% |