Filed May 13, 2025 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,288 | $54,757+137.9% | $90,300+44.3% | $72,983+78.5% |
| Participation rate | 61.3% | 65.1%-3.8pp | 73.3%-12.0pp | 69.5%-8.2pp |
| Annual return | 21.83% | 30.63%-8.8pp | 78.11%-56.3pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,695 | $2,092-19.0% | $2,854-40.6% | $2,440-30.5% |
| Participant deferral / active EE | $2,789 | $2,887-3.4% | $3,884-28.2% | $3,608-22.7% |
| Admin fee / account holder | $23,105 | $3,972+481.7% | $5,353+331.6% | $5,124+350.9% |