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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,684 | $75,959-55.7% | $154,114-78.1% | $64,181-47.5% |
| Participation rate | 47.4% | 70.4%-23.0pp | 83.0%-35.7pp | 69.6%-22.2pp |
| Annual return | -1.86% | 30.32%-32.2pp | 735.16%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $851 | $3,350-74.6% | $5,298-83.9% | $2,381-64.2% |
| Participant deferral / active EE | $1,653 | $3,175-47.9% | $5,081-67.5% | $3,470-52.4% |
| Admin fee / account holder | $1,407 | $5,589-74.8% | $13,411-89.5% | $4,887-71.2% |