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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,642 | $39,162-14.1% | $100,671-66.6% | $59,633-43.6% |
| Participation rate | 87.3% | 55.9%+31.5pp | 70.7%+16.6pp | 68.7%+18.7pp |
| Annual return | 1.18% | 21.07%-19.9pp | 20.43%-19.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $884 | $1,151-23.1% | $4,012-78.0% | $2,203-59.8% |
| Participant deferral / active EE | $2,465 | $1,992+23.7% | $3,144-21.6% | $3,192-22.8% |
| Admin fee / account holder | $4,850 | $2,969+63.3% | $4,8500% | $4,297+12.9% |