Filed September 17, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,786 | $100,060-75.2% | $149,721-83.4% | $70,126-64.7% |
| Participation rate | 78.1% | 83.6%-5.5pp | 87.1%-8.9pp | 69.5%+8.6pp |
| Annual return | 18.42% | 27.46%-9.0pp | 1501.67%-1483.3pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,711 | $3,661-53.3% | $5,444-68.6% | $2,343-27.0% |
| Participant deferral / active EE | $2,453 | $4,982-50.8% | $6,568-62.7% | $3,332-26.4% |
| Admin fee / account holder | $1,408 | $8,285-83.0% | $11,282-87.5% | $4,645-69.7% |