Filed January 3, 2025
Total covered: 8 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,097 | $138,393-60.9% | $184,256-70.6% | $80,959-33.2% |
| Participation rate | 68.1% | 83.9%-15.8pp | 86.8%-18.8pp | 67.7%+0.4pp |
| Annual return | 29.94% | 20.01%+9.9pp | 28.85%+1.1pp | 35.67%-5.7pp |
| Employer contribution / active EE | $1,231 | $4,847-74.6% | $6,427-80.9% | $2,757-55.4% |
| Participant deferral / active EE | $3,236 | $7,076-54.3% | $9,133-64.6% | $4,300-24.7% |
| Admin fee / account holder | $9,704 | $10,489-7.5% | $13,899-30.2% | $6,925+40.1% |