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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,512 | $137,414-69.8% | $189,545-78.1% | $85,851-51.6% |
| Participation rate | 87.9% | 84.6%+3.3pp | 87.8%+0.1pp | 69.3%+18.6pp |
| Annual return | 14.88% | 38.14%-23.3pp | 555.36%-540.5pp | 318.63%-303.8pp |
| Employer contribution / active EE | $1,739 | $4,344-60.0% | $6,162-71.8% | $2,565-32.2% |
| Participant deferral / active EE | $2,817 | $6,260-55.0% | $8,220-65.7% | $3,952-28.7% |
| Admin fee / account holder | $3,587 | $8,630-58.4% | $12,049-70.2% | $6,261-42.7% |