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 | $33,540 | $46,697-28.2% | $117,529-71.5% | $68,490-51.0% |
| Participation rate | 87.8% | 56.8%+31.1pp | 70.6%+17.2pp | 67.9%+19.9pp |
| Annual return | -14.68% | -14.52%-0.2pp | 29.77%-44.4pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,017 | $1,506-32.5% | $4,179-75.7% | $2,597-60.8% |
| Participant deferral / active EE | $3,510 | $2,637+33.1% | $4,072-13.8% | $4,028-12.9% |
| Admin fee / account holder | $8,238 | $4,023+104.8% | $5,645+45.9% | $5,403+52.5% |