Filed December 5, 2025
Total covered: 3 employees
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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.)
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 | $32,730 | $184,000-82.2% | $162,185-79.8% | $152,909-78.6% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.5%+10.4pp |
| Annual return | 31.45% | 150.80%-119.3pp | 115.61%-84.2pp | 345.46%-314.0pp |
| Employer contribution / active EE | $1,681 | $6,370-73.6% | $5,613-70.1% | $4,764-64.7% |
| Participant deferral / active EE | $1,881 | $8,033-76.6% | $7,297-74.2% | $5,851-67.9% |
| Admin fee / account holder | $21,866 | $13,124+66.6% | $10,844+101.6% | $11,601+88.5% |