Filed September 17, 2025 (most recent of 3 filings on file)
Total covered: 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,386 | $82,028-73.9% | $123,105-82.6% | $59,633-64.1% |
| Participation rate | 89.5% | 83.2%+6.3pp | 86.8%+2.7pp | 68.7%+20.8pp |
| Annual return | -2.13% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,516 | $3,297-54.0% | $5,151-70.6% | $2,203-31.2% |
| Participant deferral / active EE | $2,137 | $4,667-54.2% | $6,229-65.7% | $3,192-33.1% |
| Admin fee / account holder | $9,334 | $5,879+58.8% | $9,014+3.6% | $4,297+117.2% |