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 | $24,217 | $141,001-82.8% | $112,228-78.4% | $139,487-82.6% |
| Participation rate | 92.9% | 79.2%+13.6pp | 72.4%+20.4pp | 80.3%+12.5pp |
| Annual return | 13.72% | 32.75%-19.0pp | 30.23%-16.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,404 | $4,285-67.2% | $3,432-59.1% | $4,755-70.5% |
| Participant deferral / active EE | $337 | $5,877-94.3% | $4,800-93.0% | $6,713-95.0% |
| Admin fee / account holder | $2,087 | $9,959-79.0% | $7,752-73.1% | $11,407-81.7% |