Filed July 30, 2025 (most recent of 2 filings on file)
Total covered: 8 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 | $106,789 | $146,267-27.0% | $197,124-45.8% | $82,448+29.5% |
| Participation rate | 85.2% | 84.0%+1.2pp | 86.7%-1.5pp | 68.1%+17.1pp |
| Annual return | 11.95% | 29.61%-17.7pp | 44.34%-32.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,069 | $4,723-56.2% | $6,227-66.8% | $2,551-18.9% |
| Participant deferral / active EE | $3,868 | $7,035-45.0% | $9,135-57.7% | $4,139-6.5% |
| Admin fee / account holder | $13,436 | $14,422-6.8% | $16,298-17.6% | $7,234+85.7% |