Filed June 13, 2025
Total covered: 22 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,750 | $60,139+69.2% | $90,461+12.5% | $79,856+27.4% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 8.76% | 71.96%-63.2pp | 1294.76%-1286.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $4,905 | $2,069+137.1% | $3,264+50.3% | $2,471+98.5% |
| Participant deferral / active EE | $7,810 | $2,939+165.8% | $3,964+97.0% | $3,741+108.8% |
| Admin fee / account holder | $35,825 | $3,978+800.5% | $5,617+537.8% | $5,306+575.1% |