Filed December 2, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,137 | $101,798-7.5% | $165,071-43.0% | $80,935+16.3% |
| Participation rate | 61.4% | 71.8%-10.4pp | 78.6%-17.2pp | 67.7%-6.2pp |
| Annual return | 10.57% | 16.73%-6.2pp | 70.17%-59.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,629 | $2,954-44.9% | $4,347-62.5% | $2,757-40.9% |
| Participant deferral / active EE | $3,455 | $4,476-22.8% | $6,035-42.7% | $4,299-19.6% |
| Admin fee / account holder | $34,548 | $8,221+320.2% | $12,695+172.1% | $6,924+398.9% |