Filed April 14, 2025
Total covered: 2 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 | $42,932 | $51,736-17.0% | $120,225-64.3% | $67,986-36.9% |
| Participation rate | 63.8% | 46.1%+17.7pp | 69.6%-5.8pp | 57.2%+6.6pp |
| Annual return | 23.09% | 31.98%-8.9pp | 439.23%-416.1pp | 31.67%-8.6pp |
| Employer contribution / active EE | $954 | $1,071-11.0% | $3,475-72.5% | $2,019-52.7% |
| Participant deferral / active EE | $2,180 | $2,206-1.2% | $3,999-45.5% | $3,358-35.1% |
| Admin fee / account holder | $6,170 | $4,159+48.4% | $5,696+8.3% | $3,203+92.6% |