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 | $43,471 | $91,167-52.3% | $178,498-75.6% | $79,858-45.6% |
| Participation rate | 46.1% | 69.2%-23.2pp | 81.9%-35.9pp | 69.6%-23.6pp |
| Annual return | 11.36% | 24.19%-12.8pp | 151.09%-139.7pp | 31.72%-20.4pp |
| Employer contribution / active EE | $882 | $3,255-72.9% | $5,011-82.4% | $2,471-64.3% |
| Participant deferral / active EE | $1,829 | $3,236-43.5% | $5,202-64.8% | $3,740-51.1% |
| Admin fee / account holder | $1,829 | $6,747-72.9% | $13,985-86.9% | $5,306-65.5% |