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 | $61,787-28.6% | $97,197-54.6% | $80,925-45.5% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.7%-20.7pp | 67.7%-15.7pp |
| Annual return | 17.03% | -558.16%+575.2pp | 75.47%-58.4pp | 35.65%-18.6pp |
| Employer contribution / active EE | $1,890 | $1,836+3.0% | $2,723-30.6% | $2,756-31.4% |
| Participant deferral / active EE | $4,478 | $3,027+47.9% | $4,263+5.0% | $4,299+4.2% |
| Admin fee / account holder | $1,915 | $5,170-63.0% | $5,637-66.0% | $6,940-72.4% |