Filed October 23, 2025
Total covered: 20 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,191 | $81,504-92.4% | $102,437-94.0% | $80,959-92.4% |
| Participation rate | 77.2% | 66.9%+10.3pp | 74.5%+2.7pp | 67.7%+9.5pp |
| Annual return | 13.44% | 25.60%-12.2pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,806 | $3,104-9.6% | $3,871-27.5% | $2,757+1.8% |
| Participant deferral / active EE | $2,331 | $3,871-39.8% | $5,060-53.9% | $4,300-45.8% |
| Admin fee / account holder | $950 | $6,719-85.9% | $8,388-88.7% | $6,925-86.3% |