Filed December 9, 2025
Total covered: 5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,396 | $150,435-93.8% | $120,580-92.2% | $145,897-93.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.61% | 154.60%-147.0pp | 107.48%-99.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $911 | $4,352-79.1% | $3,469-73.7% | $4,663-80.5% |
| Participant deferral / active EE | $495 | $6,174-92.0% | $4,995-90.1% | $6,689-92.6% |
| Admin fee / account holder | $15,026 | $12,182+23.3% | $9,418+59.5% | $13,390+12.2% |