Filed June 17, 2025
Total covered: 4 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 | $25,397 | $54,357-53.3% | $82,706-69.3% | $68,495-62.9% |
| Participation rate | 56.9% | 63.9%-7.0pp | 72.6%-15.6pp | 67.9%-11.0pp |
| Annual return | -16.29% | -13.67%-2.6pp | 701.76%-718.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,384 | $2,218-37.6% | $3,007-54.0% | $2,596-46.7% |
| Participant deferral / active EE | $1,709 | $3,246-47.4% | $4,394-61.1% | $4,028-57.6% |
| Admin fee / account holder | $4,184 | $4,396-4.8% | $5,329-21.5% | $5,403-22.6% |