Filed September 30, 2025
Total covered: 8 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 | $46,588 | $64,909-28.2% | $82,312-43.4% | $62,293-25.2% |
| Participation rate | 34.2% | 74.9%-40.7pp | 76.9%-42.7pp | 69.5%-35.3pp |
| Annual return | 22.61% | 21.18%+1.4pp | 25.88%-3.3pp | 28.90%-6.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,863 | $3,103-40.0% | $3,706-49.7% | $3,169-41.2% |
| Admin fee / account holder | $412 | $440-6.4% | $5,608-92.7% | $479-14.1% |