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 | $69,320 | $53,777+28.9% | $134,155-48.3% | $79,858-13.2% |
| Participation rate | 65.1% | 58.8%+6.3pp | 72.2%-7.1pp | 69.6%-4.6pp |
| Annual return | 13.94% | 19.01%-5.1pp | 36.34%-22.4pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,204 | $1,321-8.9% | $3,705-67.5% | $2,471-51.3% |
| Participant deferral / active EE | $2,536 | $2,420+4.8% | $3,500-27.5% | $3,740-32.2% |
| Admin fee / account holder | $3,171 | $3,984-20.4% | $6,685-52.6% | $5,306-40.2% |