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 | $19,905 | $103,393-80.7% | $87,103-77.1% | $152,909-87.0% |
| Participation rate | 76.9% | 79.4%-2.4pp | 76.9%0pp | 82.5%-5.5pp |
| Annual return | 14.08% | 28.10%-14.0pp | 28.19%-14.1pp | 345.46%-331.4pp |
| Employer contribution / active EE | $1,413 | $3,221-56.1% | $2,521-44.0% | $4,764-70.3% |
| Participant deferral / active EE | $843 | $4,778-82.4% | $4,049-79.2% | $5,851-85.6% |
| Admin fee / account holder | $13,554 | $12,195+11.1% | $7,491+80.9% | $11,601+16.8% |