Filed October 16, 2025 (most recent of 4 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,810 | $84,708-9.3% | $75,714+1.4% | $167,536-54.2% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.8%-16.5pp | 82.1%-23.8pp |
| Annual return | 21.45% | 199.62%-178.2pp | 104.62%-83.2pp | 478.82%-457.4pp |
| Employer contribution / active EE | $927 | $3,231-71.3% | $2,744-66.2% | $4,839-80.8% |
| Participant deferral / active EE | $5,195 | $4,577+13.5% | $3,820+36.0% | $6,342-18.1% |
| Admin fee / account holder | $1,448 | $5,358-73.0% | $3,619-60.0% | $12,315-88.2% |