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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,975 | $129,960-81.6% | $104,299-77.0% | $134,545-82.2% |
| Participation rate | 79.2% | 79.5%-0.4pp | 73.3%+5.9pp | 81.2%-2.1pp |
| Annual return | -12.52% | 42.06%-54.6pp | 24.62%-37.1pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,210 | $4,186-71.1% | $3,373-64.1% | $4,742-74.5% |
| Participant deferral / active EE | $759 | $5,589-86.4% | $4,626-83.6% | $6,401-88.1% |
| Admin fee / account holder | $1,747 | $9,324-81.3% | $7,339-76.2% | $11,431-84.7% |