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 | $62,515 | $41,377+51.1% | $109,313-42.8% | $62,881-0.6% |
| Participation rate | 39.7% | 57.5%-17.8pp | 71.3%-31.6pp | 69.3%-29.6pp |
| Annual return | 11.40% | 11.05%+0.4pp | 22.07%-10.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $839 | $1,276-34.2% | $3,892-78.4% | $2,281-63.2% |
| Participant deferral / active EE | $1,550 | $2,045-24.2% | $3,166-51.0% | $3,203-51.6% |
| Admin fee / account holder | $3,529 | $2,884+22.4% | $5,666-37.7% | $4,296-17.9% |