Filed October 29, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,793 | $142,972-40.7% | $214,702-60.5% | $86,983-2.5% |
| Participation rate | 98.3% | 84.9%+13.5pp | 87.5%+10.9pp | 69.5%+28.8pp |
| Annual return | 11.82% | 18.49%-6.7pp | 54.55%-42.7pp | 25.83%-14.0pp |
| Employer contribution / active EE | $6,844 | $4,635+47.7% | $6,461+5.9% | $2,584+164.8% |
| Participant deferral / active EE | $4,931 | $6,568-24.9% | $9,147-46.1% | $4,194+17.6% |
| Admin fee / account holder | $10,047 | $17,617-43.0% | $19,830-49.3% | $7,856+27.9% |