Filed October 16, 2025
Total covered: 4 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 | $62,983 | $53,128+18.6% | $86,582-27.3% | $70,126-10.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.33% | 27.66%-15.3pp | 965.08%-952.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $3,458 | $2,068+67.2% | $2,839+21.8% | $2,343+47.6% |
| Participant deferral / active EE | $2,181 | $2,695-19.1% | $3,609-39.6% | $3,332-34.5% |
| Admin fee / account holder | $561 | $3,584-84.3% | $4,904-88.6% | $4,645-87.9% |