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 | $138,385-60.9% | $184,243-70.6% | $80,925-33.2% |
| Participation rate | 68.1% | 83.9%-15.8pp | 86.8%-18.8pp | 67.7%+0.4pp |
| Annual return | 29.94% | 20.02%+9.9pp | 28.82%+1.1pp | 35.65%-5.7pp |
| Employer contribution / active EE | $1,231 | $4,851-74.6% | $6,427-80.9% | $2,756-55.3% |
| Participant deferral / active EE | $3,236 | $7,075-54.3% | $9,132-64.6% | $4,299-24.7% |
| Admin fee / account holder | $9,704 | $10,489-7.5% | $13,914-30.3% | $6,940+39.8% |