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 | $22,343 | $124,346-82.0% | $111,306-79.9% | $167,553-86.7% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 12.74% | 37.46%-24.7pp | 54.67%-41.9pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,822 | $3,438-47.0% | $2,732-33.3% | $4,840-62.3% |
| Participant deferral / active EE | $1,340 | $5,182-74.1% | $4,488-70.1% | $6,343-78.9% |
| Admin fee / account holder | $2,474 | $10,623-76.7% | $7,966-68.9% | $12,316-79.9% |