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 | $110,240-81.1% | $96,544-78.4% | $139,487-85.1% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 11.85% | 26.41%-14.6pp | 25.88%-14.0pp | 373.84%-362.0pp |
| Employer contribution / active EE | $1,252 | $3,622-65.4% | $2,966-57.8% | $4,755-73.7% |
| Participant deferral / active EE | $1,535 | $5,549-72.3% | $4,851-68.4% | $6,713-77.1% |
| Admin fee / account holder | $4,244 | $11,602-63.4% | $8,254-48.6% | $11,407-62.8% |