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 | $81,478 | $54,763+48.8% | $90,324-9.8% | $72,976+11.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.87% | 30.63%-14.8pp | 78.15%-62.3pp | 81.02%-65.1pp |
| Employer contribution / active EE | $4,081 | $2,093+94.9% | $2,856+42.9% | $2,440+67.2% |
| Participant deferral / active EE | $3,312 | $2,887+14.7% | $3,885-14.8% | $3,608-8.2% |
| Admin fee / account holder | $6,519 | $3,973+64.1% | $5,356+21.7% | $5,124+27.2% |