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 | $97,275 | $125,797-22.7% | $170,043-42.8% | $75,173+29.4% |
| Participation rate | 88.3% | 83.6%+4.7pp | 87.0%+1.3pp | 67.2%+21.1pp |
| Annual return | 13.52% | 27.20%-13.7pp | 53.40%-39.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,942 | $4,616-57.9% | $6,790-71.4% | $2,671-27.3% |
| Participant deferral / active EE | $3,845 | $6,838-43.8% | $10,410-63.1% | $4,126-6.8% |
| Admin fee / account holder | $18,019 | $8,177+120.4% | $12,824+40.5% | $5,651+218.9% |