Filed December 5, 2025
Total covered: 3 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,904 | $209,336-69.0% | $197,124-67.1% | $137,256-52.7% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 17.52% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,361 | $6,591-79.3% | $6,227-78.1% | $4,156-67.2% |
| Participant deferral / active EE | $1,480 | $9,614-84.6% | $9,135-83.8% | $6,407-76.9% |
| Admin fee / account holder | $1,328 | $17,308-92.3% | $16,298-91.9% | $12,270-89.2% |