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 | $57,202 | $37,134+54.0% | $100,671-43.2% | $52,331+9.3% |
| Participation rate | 29.4% | 57.7%-28.2pp | 70.7%-41.3pp | 68.1%-38.7pp |
| Annual return | -1.76% | 0.10%-1.9pp | 20.43%-22.2pp | 4.54%-6.3pp |
| Employer contribution / active EE | $385 | $1,187-67.6% | $4,012-90.4% | $1,882-79.5% |
| Participant deferral / active EE | $928 | $2,163-57.1% | $3,144-70.5% | $3,022-69.3% |
| Admin fee / account holder | $2,176 | $467+366.1% | $4,850-55.1% | $592+267.9% |