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 | $90,687 | $65,434+38.6% | $98,483-7.9% | $85,847+5.6% |
| Participation rate | 95.3% | 65.0%+30.3pp | 73.3%+22.0pp | 69.3%+26.0pp |
| Annual return | 9.91% | 21.75%-11.8pp | 1494.38%-1484.5pp | 318.61%-308.7pp |
| Employer contribution / active EE | $4,384 | $2,169+102.1% | $2,961+48.1% | $2,565+70.9% |
| Participant deferral / active EE | $7,529 | $3,168+137.7% | $4,276+76.0% | $3,952+90.5% |
| Admin fee / account holder | $22,380 | $4,595+387.0% | $5,953+276.0% | $6,261+257.5% |