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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,678 | $100,811-81.5% | $86,698-78.5% | $134,545-86.1% |
| Participation rate | 81.3% | 79.0%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -13.54% | 29.11%-42.7pp | 35.96%-49.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,729 | $3,490-50.4% | $2,837-39.0% | $4,742-63.5% |
| Participant deferral / active EE | $1,440 | $5,339-73.0% | $4,656-69.1% | $6,401-77.5% |
| Admin fee / account holder | $3,030 | $10,926-72.3% | $7,492-59.6% | $11,431-73.5% |