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 | $32,942 | $57,312-42.5% | $86,617-62.0% | $75,181-56.2% |
| Participation rate | 62.1% | 63.2%-1.1pp | 71.7%-9.6pp | 67.2%-5.1pp |
| Annual return | 15.11% | 2672.78%-2657.7pp | 591.91%-576.8pp | 160.69%-145.6pp |
| Employer contribution / active EE | $1,746 | $2,315-24.6% | $3,023-42.2% | $2,671-34.6% |
| Participant deferral / active EE | $2,325 | $3,319-29.9% | $4,437-47.6% | $4,126-43.6% |
| Admin fee / account holder | $4,602 | $4,114+11.9% | $5,613-18.0% | $5,650-18.5% |