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 | $22,639 | $58,828-61.5% | $78,002-71.0% | $62,881-64.0% |
| Participation rate | 79.8% | 71.1%+8.7pp | 75.5%+4.3pp | 69.3%+10.5pp |
| Annual return | 8.72% | 17.16%-8.4pp | 425.99%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,795 | $1,672+7.4% | $2,470-27.3% | $2,281-21.3% |
| Participant deferral / active EE | $4,268 | $2,686+58.9% | $3,497+22.0% | $3,203+33.2% |
| Admin fee / account holder | $1,105 | $4,393-74.8% | $5,481-79.8% | $4,296-74.3% |