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 | $30,156 | $109,359-72.4% | $162,185-81.4% | $72,976-58.7% |
| Participation rate | 89.5% | 84.3%+5.2pp | 87.6%+1.9pp | 69.5%+20.0pp |
| Annual return | 34.00% | 25.46%+8.5pp | 115.61%-81.6pp | 81.02%-47.0pp |
| Employer contribution / active EE | $2,108 | $3,907-46.0% | $5,613-62.4% | $2,440-13.6% |
| Participant deferral / active EE | $3,273 | $5,481-40.3% | $7,297-55.1% | $3,608-9.3% |
| Admin fee / account holder | $2,768 | $7,972-65.3% | $10,844-74.5% | $5,124-46.0% |