Filed December 3, 2024
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 | $44,085 | $61,789-28.7% | $97,167-54.6% | $80,874-45.5% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.7%-20.7pp | 67.6%-15.6pp |
| Annual return | 17.03% | -557.90%+574.9pp | 75.27%-58.2pp | 35.62%-18.6pp |
| Employer contribution / active EE | $1,890 | $1,837+2.9% | $2,729-30.7% | $2,756-31.4% |
| Participant deferral / active EE | $4,478 | $3,028+47.9% | $4,264+5.0% | $4,297+4.2% |
| Admin fee / account holder | $1,915 | $5,168-63.0% | $5,650-66.1% | $6,935-72.4% |