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 | $20,994 | $94,529-77.8% | $140,019-85.0% | $64,173-67.3% |
| Participation rate | 98.4% | 84.1%+14.3pp | 87.5%+10.9pp | 69.6%+28.8pp |
| Annual return | -5.22% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,790 | $3,812-53.1% | $5,605-68.1% | $2,381-24.8% |
| Participant deferral / active EE | $2,998 | $5,250-42.9% | $6,927-56.7% | $3,470-13.6% |
| Admin fee / account holder | $5,852 | $6,741-13.2% | $10,705-45.3% | $4,887+19.7% |