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 | $149,445 | $201,344-25.8% | $184,243-18.9% | $145,877+2.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 29.01%-12.1pp | 28.82%-11.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,693 | $7,022-61.7% | $6,427-58.1% | $4,663-42.3% |
| Participant deferral / active EE | $2,850 | $9,807-70.9% | $9,132-68.8% | $6,691-57.4% |
| Admin fee / account holder | $37,291 | $16,382+127.6% | $13,914+168.0% | $13,402+178.2% |