Filed July 29, 2025 (most recent of 3 filings on file)
Total covered: 11 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,785 | $51,638-17.1% | $129,406-66.9% | $80,959-47.2% |
| Participation rate | 88.2% | 56.9%+31.2pp | 69.6%+18.5pp | 67.7%+20.5pp |
| Annual return | 11.43% | 20.78%-9.3pp | 9468.18%-9456.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,398 | $1,584-11.7% | $4,155-66.4% | $2,757-49.3% |
| Participant deferral / active EE | $4,514 | $2,670+69.0% | $4,167+8.3% | $4,300+5.0% |
| Admin fee / account holder | $6,094 | $4,313+41.3% | $7,689-20.7% | $6,925-12.0% |