Filed February 25, 2025 (most recent of 4 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 | $74,240 | $110,083-32.6% | $151,645-51.0% | $68,490+8.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.56% | -10.12%-9.4pp | 3.34%-22.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $3,438 | $4,470-23.1% | $6,165-44.2% | $2,597+32.4% |
| Participant deferral / active EE | $4,603 | $6,526-29.5% | $8,363-45.0% | $4,028+14.3% |
| Admin fee / account holder | $4,675 | $7,718-39.4% | $11,614-59.7% | $5,403-13.5% |