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 | $39,150 | $94,529-58.6% | $140,019-72.0% | $64,173-39.0% |
| Participation rate | 83.6% | 84.1%-0.4pp | 87.5%-3.9pp | 69.6%+14.1pp |
| Annual return | -0.82% | 7.77%-8.6pp | 651.15%-652.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $726 | $3,812-81.0% | $5,605-87.0% | $2,381-69.5% |
| Participant deferral / active EE | $2,657 | $5,250-49.4% | $6,927-61.6% | $3,470-23.4% |
| Admin fee / account holder | $10,944 | $6,741+62.3% | $10,705+2.2% | $4,887+123.9% |