Filed October 28, 2025
Total covered: 14 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,417 | $202,345-63.2% | $172,755-56.9% | $152,885-51.3% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.5%-25.9pp |
| Annual return | 2.65% | 1029.77%-1027.1pp | 802.94%-800.3pp | 345.39%-342.7pp |
| Employer contribution / active EE | $1,683 | $5,858-71.3% | $5,144-67.3% | $4,763-64.7% |
| Participant deferral / active EE | $4,997 | $5,948-16.0% | $5,198-3.9% | $5,851-14.6% |
| Admin fee / account holder | $3,900 | $17,111-77.2% | $13,955-72.1% | $11,598-66.4% |