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 | $24,641 | $53,162-53.7% | $91,225-73.0% | $68,495-64.0% |
| Participation rate | 26.2% | 63.2%-37.0pp | 73.2%-47.0pp | 67.9%-41.7pp |
| Annual return | -16.13% | -3.14%-13.0pp | 114.10%-130.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $709 | $1,709-58.5% | $2,851-75.1% | $2,596-72.7% |
| Participant deferral / active EE | $1,576 | $2,974-47.0% | $4,234-62.8% | $4,028-60.9% |
| Admin fee / account holder | $891 | $4,493-80.2% | $5,422-83.6% | $5,403-83.5% |