Filed June 17, 2025
Total covered: 2 employees
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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 | $16,631 | $54,380-69.4% | $68,509-75.7% | $59,633-72.1% |
| Participation rate | 75.3% | 70.2%+5.1pp | 74.7%+0.5pp | 68.7%+6.6pp |
| Annual return | -0.97% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,525 | $1,539-0.9% | $2,278-33.1% | $2,203-30.8% |
| Participant deferral / active EE | $3,739 | $2,643+41.4% | $3,382+10.5% | $3,192+17.1% |
| Admin fee / account holder | $3,269 | $3,885-15.9% | $5,275-38.0% | $4,297-23.9% |