Filed April 1, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,178 | $184,000-44.5% | $162,185-37.0% | $152,909-33.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 2.23% | 150.80%-148.6pp | 115.61%-113.4pp | 345.46%-343.2pp |
| Employer contribution / active EE | $6,257 | $6,370-1.8% | $5,613+11.5% | $4,764+31.3% |
| Participant deferral / active EE | $1,463 | $8,033-81.8% | $7,297-80.0% | $5,851-75.0% |
| Admin fee / account holder | $349 | $13,124-97.3% | $10,844-96.8% | $11,601-97.0% |