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 | $39,711 | $46,877-15.3% | $122,354-67.5% | $70,126-43.4% |
| Participation rate | 83.1% | 58.2%+24.9pp | 71.6%+11.5pp | 69.5%+13.6pp |
| Annual return | 16.75% | 24.22%-7.5pp | 30.28%-13.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,064 | $1,288-17.4% | $4,051-73.7% | $2,343-54.6% |
| Participant deferral / active EE | $3,232 | $2,167+49.1% | $3,287-1.7% | $3,332-3.0% |
| Admin fee / account holder | $729 | $3,324-78.1% | $5,479-86.7% | $4,645-84.3% |