Filed July 29, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,951 | $87,834-48.8% | $133,975-66.4% | $62,881-28.5% |
| Participation rate | 82.6% | 83.4%-0.8pp | 87.1%-4.5pp | 69.3%+13.3pp |
| Annual return | 11.10% | 12.05%-1.0pp | 29.29%-18.2pp | 20.14%-9.0pp |
| Employer contribution / active EE | $622 | $3,482-82.1% | $5,211-88.1% | $2,281-72.7% |
| Participant deferral / active EE | $2,484 | $4,812-48.4% | $6,282-60.5% | $3,203-22.4% |
| Admin fee / account holder | $1,547 | $5,372-71.2% | $9,324-83.4% | $4,296-64.0% |