Filed April 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,992 | $81,331-43.5% | $155,534-70.4% | $80,935-43.2% |
| Participation rate | 43.2% | 66.3%-23.0pp | 78.2%-35.0pp | 67.7%-24.4pp |
| Annual return | 7.24% | 33.37%-26.1pp | 64.92%-57.7pp | 35.66%-28.4pp |
| Employer contribution / active EE | $1,174 | $3,105-62.2% | $4,675-74.9% | $2,757-57.4% |
| Participant deferral / active EE | $2,603 | $3,454-24.7% | $5,630-53.8% | $4,299-39.5% |
| Admin fee / account holder | $17,762 | $7,999+122.1% | $15,900+11.7% | $6,924+156.5% |