Filed September 17, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $30,297 | $110,083-72.5% | $151,645-80.0% | $68,490-55.8% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.0pp | 67.9%+25.6pp |
| Annual return | -16.97% | -10.12%-6.8pp | 3.34%-20.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,450 | $4,470-67.6% | $6,165-76.5% | $2,597-44.2% |
| Participant deferral / active EE | $2,532 | $6,526-61.2% | $8,363-69.7% | $4,028-37.1% |
| Admin fee / account holder | $4,767 | $7,718-38.2% | $11,614-59.0% | $5,403-11.8% |