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 | $73,836 | $109,372-32.5% | $89,414-17.4% | $158,966-53.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 16.26% | 345.55%-329.3pp | 245.50%-229.2pp | 302.95%-286.7pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,923 | $4,598+115.8% | $3,890+155.1% | $5,983+65.9% |
| Admin fee / account holder | $13,703 | $6,156+122.6% | $4,883+180.6% | $11,250+21.8% |