Filed July 29, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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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 | $59,387 | $146,267-59.4% | $197,124-69.9% | $82,448-28.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.23% | 29.61%-17.4pp | 44.34%-32.1pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,601 | $4,723-23.8% | $6,227-42.2% | $2,551+41.2% |
| Participant deferral / active EE | $4,487 | $7,035-36.2% | $9,135-50.9% | $4,139+8.4% |
| Admin fee / account holder | $9,032 | $14,422-37.4% | $16,298-44.6% | $7,234+24.9% |