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 | $77,213 | $46,877+64.7% | $122,354-36.9% | $70,126+10.1% |
| Participation rate | 36.9% | 58.2%-21.3pp | 71.6%-34.7pp | 69.5%-32.6pp |
| Annual return | 17.71% | 24.22%-6.5pp | 30.28%-12.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $830 | $1,288-35.6% | $4,051-79.5% | $2,343-64.6% |
| Participant deferral / active EE | $1,626 | $2,167-25.0% | $3,287-50.5% | $3,332-51.2% |
| Admin fee / account holder | $3,898 | $3,324+17.3% | $5,479-28.8% | $4,645-16.1% |