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 | $100,772-81.5% | $86,690-78.5% | $134,493-86.1% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -13.54% | 29.06%-42.6pp | 35.93%-49.5pp | 418.01%-431.6pp |
| Employer contribution / active EE | $1,729 | $3,490-50.4% | $2,837-39.0% | $4,740-63.5% |
| Participant deferral / active EE | $1,440 | $5,338-73.0% | $4,656-69.1% | $6,400-77.5% |
| Admin fee / account holder | $3,030 | $10,920-72.2% | $7,490-59.5% | $11,425-73.5% |