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 | $145,431-26.6% | $211,142-49.4% | $87,485+22.1% |
| Participation rate | 85.2% | 84.7%+0.4pp | 87.3%-2.1pp | 68.9%+16.3pp |
| Annual return | 11.95% | 27.21%-15.3pp | 46.84%-34.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,069 | $4,662-55.6% | $6,442-67.9% | $2,596-20.3% |
| Participant deferral / active EE | $3,868 | $6,859-43.6% | $9,284-58.3% | $4,274-9.5% |
| Admin fee / account holder | $13,436 | $17,052-21.2% | $19,076-29.6% | $7,775+72.8% |