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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,509 | $123,793-74.5% | $177,848-82.3% | $79,856-60.5% |
| Participation rate | 97.0% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 14.79% | 22.82%-8.0pp | 48.33%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,807 | $4,095-55.9% | $5,919-69.5% | $2,471-26.9% |
| Participant deferral / active EE | $2,676 | $5,956-55.1% | $7,714-65.3% | $3,741-28.5% |
| Admin fee / account holder | $2,547 | $7,243-64.8% | $12,431-79.5% | $5,306-52.0% |