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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,449 | $167,533-16.2% | $151,645-7.4% | $134,545+4.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.30% | 7.81%-26.1pp | 3.34%-21.6pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,113 | $6,828-69.1% | $6,165-65.7% | $4,742-55.4% |
| Participant deferral / active EE | $3,200 | $8,985-64.4% | $8,363-61.7% | $6,401-50.0% |
| Admin fee / account holder | $1,015 | $13,781-92.6% | $11,614-91.3% | $11,431-91.1% |