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 | $36,415 | $41,377-12.0% | $109,313-66.7% | $62,881-42.1% |
| Participation rate | 87.9% | 57.5%+30.3pp | 71.3%+16.6pp | 69.3%+18.6pp |
| Annual return | 6.99% | 11.05%-4.1pp | 22.07%-15.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,153 | $1,276-9.6% | $3,892-70.4% | $2,281-49.5% |
| Participant deferral / active EE | $3,165 | $2,045+54.7% | $3,166-0.1% | $3,203-1.2% |
| Admin fee / account holder | $1,773 | $2,884-38.5% | $5,666-68.7% | $4,296-58.7% |