Filed May 20, 2025
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 | $174,303 | $162,136+7.5% | $152,301+14.4% | $154,746+12.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.45% | 91.02%-77.6pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,125 | $8,341+129.3% | $8,004+139.0% | $6,730+184.2% |
| Admin fee / account holder | $2,819 | $15,759-82.1% | $14,398-80.4% | $14,365-80.4% |