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 | $70,491 | $43,730+61.2% | $121,220-41.8% | $64,173+9.8% |
| Participation rate | 40.0% | 58.3%-18.3pp | 71.8%-31.8pp | 69.6%-29.6pp |
| Annual return | -6.89% | 68.94%-75.8pp | 16.94%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $910 | $1,297-29.8% | $4,023-77.4% | $2,381-61.8% |
| Participant deferral / active EE | $1,800 | $2,281-21.1% | $3,345-46.2% | $3,470-48.1% |
| Admin fee / account holder | $2,177 | $3,502-37.9% | $5,021-56.6% | $4,887-55.5% |