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 | $20,838 | $110,286-81.1% | $96,569-78.4% | $139,427-85.1% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 11.85% | 26.39%-14.5pp | 25.87%-14.0pp | 373.27%-361.4pp |
| Employer contribution / active EE | $1,252 | $3,619-65.4% | $2,965-57.8% | $4,752-73.7% |
| Participant deferral / active EE | $1,535 | $5,546-72.3% | $4,851-68.4% | $6,711-77.1% |
| Admin fee / account holder | $4,244 | $11,592-63.4% | $8,251-48.6% | $11,404-62.8% |