Filed October 29, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $143,969-41.1% | $199,883-57.6% | $82,637+2.6% |
| Participation rate | 98.3% | 84.1%+14.2pp | 86.8%+11.6pp | 68.1%+30.3pp |
| Annual return | 11.82% | 25.67%-13.8pp | 43.81%-32.0pp | 53.51%-41.7pp |
| Employer contribution / active EE | $6,844 | $4,632+47.7% | $6,261+9.3% | $2,552+168.2% |
| Participant deferral / active EE | $4,931 | $6,937-28.9% | $9,138-46.0% | $4,126+19.5% |
| Admin fee / account holder | $10,047 | $14,597-31.2% | $17,268-41.8% | $7,339+36.9% |