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 | $143,969-58.8% | $199,883-70.3% | $82,637-28.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.23% | 25.67%-13.4pp | 43.81%-31.6pp | 53.51%-41.3pp |
| Employer contribution / active EE | $3,601 | $4,632-22.3% | $6,261-42.5% | $2,552+41.1% |
| Participant deferral / active EE | $4,487 | $6,937-35.3% | $9,138-50.9% | $4,126+8.7% |
| Admin fee / account holder | $9,032 | $14,597-38.1% | $17,268-47.7% | $7,339+23.1% |