Filed August 29, 2025
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,431 | $153,769-80.2% | $133,975-77.3% | $273,972-88.9% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 8.15% | 36.51%-28.4pp | 29.29%-21.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,670 | $6,029-55.7% | $5,211-48.8% | $4,869-45.2% |
| Participant deferral / active EE | $406 | $6,958-94.2% | $6,282-93.5% | $5,287-92.3% |
| Admin fee / account holder | $1,643 | $11,765-86.0% | $9,324-82.4% | $10,133-83.8% |