Filed March 23, 2026
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 | $47,931 | $53,546-10.5% | $69,884-31.4% | $68,486-30.0% |
| Participation rate | 54.3% | 64.5%-10.2pp | 70.5%-16.2pp | 67.9%-13.6pp |
| Annual return | -16.00% | -13.87%-2.1pp | 190.81%-206.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $968 | $2,019-52.1% | $2,560-62.2% | $2,597-62.7% |
| Participant deferral / active EE | $3,706 | $2,957+25.3% | $3,848-3.7% | $4,028-8.0% |
| Admin fee / account holder | $1,426 | $4,693-69.6% | $6,266-77.2% | $5,404-73.6% |