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 | $49,580 | $125,797-60.6% | $170,028-70.8% | $75,181-34.1% |
| Participation rate | 87.7% | 83.6%+4.1pp | 87.0%+0.7pp | 67.2%+20.5pp |
| Annual return | 11.23% | 27.20%-16.0pp | 53.39%-42.2pp | 160.69%-149.5pp |
| Employer contribution / active EE | $3,513 | $4,616-23.9% | $6,788-48.2% | $2,671+31.5% |
| Participant deferral / active EE | $3,963 | $6,838-42.0% | $10,409-61.9% | $4,126-3.9% |
| Admin fee / account holder | $1,674 | $8,177-79.5% | $12,820-86.9% | $5,650-70.4% |