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 | $83,677 | $54,357+53.9% | $82,706+1.2% | $68,495+22.2% |
| Participation rate | 67.7% | 63.9%+3.8pp | 72.6%-4.8pp | 67.9%-0.1pp |
| Annual return | -19.08% | -13.67%-5.4pp | 701.76%-720.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,803 | $2,218-18.7% | $3,007-40.1% | $2,596-30.6% |
| Participant deferral / active EE | $2,661 | $3,246-18.0% | $4,394-39.4% | $4,028-33.9% |
| Admin fee / account holder | $55,737 | $4,396+1167.8% | $5,329+946.0% | $5,403+931.5% |