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 | $55,200 | $138,393-60.1% | $184,256-70.0% | $80,959-31.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.67% | 20.01%-11.3pp | 28.85%-20.2pp | 35.67%-27.0pp |
| Employer contribution / active EE | $3,568 | $4,847-26.4% | $6,427-44.5% | $2,757+29.4% |
| Participant deferral / active EE | $4,261 | $7,076-39.8% | $9,133-53.3% | $4,300-0.9% |
| Admin fee / account holder | $3,155 | $10,489-69.9% | $13,899-77.3% | $6,925-54.4% |